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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,039 | $154,754+82.3% | $124,206+127.1% | $138,895+103.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 15.71% | 709.28%-693.6pp | 515.27%-499.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $4,887 | $4,446+9.9% | $3,540+38.0% | $4,194+16.5% |
| Participant deferral / active EE | $13,612 | $4,621+194.6% | $3,968+243.1% | $6,396+112.8% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |