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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 | $362,841 | $115,810+213.3% | $101,271+258.3% | $158,966+128.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.09% | 56.15%-44.1pp | 46.48%-34.4pp | 302.95%-290.9pp |
| Employer contribution / active EE | $12,000 | $4,175+187.4% | $3,660+227.9% | $4,762+152.0% |
| Participant deferral / active EE | $23,826 | $4,958+380.5% | $4,371+445.1% | $5,983+298.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |