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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 | $290,822 | $142,426+104.2% | $115,167+152.5% | $152,909+90.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 92.11% | 41.48%+50.6pp | 35.60%+56.5pp | 345.46%-253.4pp |
| Employer contribution / active EE | $8,038 | $4,011+100.4% | $3,179+152.8% | $4,764+68.7% |
| Participant deferral / active EE | $12,500 | $5,165+142.0% | $4,169+199.9% | $5,851+113.6% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |