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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 | $325,096 | $83,337+290.1% | $67,834+379.3% | $273,972+18.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.71% | 259.45%-249.7pp | 138.47%-128.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $14,185 | $3,287+331.5% | $2,403+490.2% | $4,869+191.3% |
| Participant deferral / active EE | $7,755 | $4,088+89.7% | $3,160+145.4% | $5,287+46.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |