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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 | $298,628 | $183,539+62.7% | $155,556+92.0% | $145,897+104.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.35% | 61.31%-39.0pp | 64.84%-42.5pp | 552.29%-529.9pp |
| Employer contribution / active EE | $8,000 | $5,315+50.5% | $4,675+71.1% | $4,663+71.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |