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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 | $278,517 | $162,812+71.1% | $133,971+107.9% | $158,966+75.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.13% | 41.94%-28.8pp | 45.09%-32.0pp | 302.95%-289.8pp |
| Employer contribution / active EE | $9,911 | $4,976+99.2% | $3,919+152.9% | $4,762+108.1% |
| Participant deferral / active EE | $8,333 | $5,910+41.0% | $5,047+65.1% | $5,983+39.3% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |