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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 | $285,345 | $99,079+188.0% | $78,002+265.8% | $273,972+4.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.66% | 217.93%-210.3pp | 425.99%-418.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $6,997 | $3,308+111.5% | $2,470+183.2% | $4,869+43.7% |
| Participant deferral / active EE | $8,675 | $4,306+101.4% | $3,497+148.1% | $5,287+64.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |