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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 | $315,882 | $115,810+172.8% | $101,271+211.9% | $158,966+98.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.75% | 56.15%-42.4pp | 46.48%-32.7pp | 302.95%-289.2pp |
| Employer contribution / active EE | $16,952 | $4,175+306.0% | $3,660+363.2% | $4,762+255.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |