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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 | $287,269 | $166,268+72.8% | $165,100+74.0% | $145,897+96.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.69% | 100.52%-88.8pp | 70.21%-58.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $6,904 | $5,284+30.7% | $4,348+58.8% | $4,663+48.1% |
| Participant deferral / active EE | $19,118 | $6,964+174.5% | $6,035+216.8% | $6,689+185.8% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |