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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 | $343,695 | $102,638+234.9% | $81,982+319.2% | $158,982+116.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 8.04% | 61.05%-53.0pp | 41.31%-33.3pp | 302.99%-295.0pp |
| Employer contribution / active EE | $9,120 | $3,241+181.4% | $2,498+265.1% | $4,763+91.5% |
| Participant deferral / active EE | $22,000 | $4,649+373.2% | $3,722+491.0% | $5,983+267.7% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |