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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 | $265,747 | $125,778+111.3% | $114,563+132.0% | $154,746+71.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.40% | 295.14%-276.7pp | 241.09%-222.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $16,011 | $2,806+470.6% | $2,592+517.7% | $4,379+265.6% |
| Participant deferral / active EE | $10,950 | $4,445+146.4% | $4,142+164.4% | $6,730+62.7% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |