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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 | $302,201 | $232,540+30.0% | $185,117+63.2% | $147,586+104.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.63% | 43.03%-34.4pp | 40.50%-31.9pp | 578.59%-570.0pp |
| Employer contribution / active EE | $1,875 | $5,195-63.9% | $4,182-55.2% | $4,876-61.5% |
| Participant deferral / active EE | $12,000 | $5,834+105.7% | $5,045+137.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |