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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 | $279,467 | $101,069+176.5% | $81,478+243.0% | $147,585+89.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.52% | 32.40%-20.9pp | 38.78%-27.3pp | 578.57%-567.0pp |
| Employer contribution / active EE | $17,151 | $3,205+435.1% | $2,568+567.9% | $4,876+251.7% |
| Participant deferral / active EE | $24,000 | $4,242+465.8% | $3,537+578.6% | $5,439+341.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |