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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 | $319,088 | $144,124+121.4% | $117,857+170.7% | $147,585+116.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.06% | 531.17%-520.1pp | 335.09%-324.0pp | 578.57%-567.5pp |
| Employer contribution / active EE | $3,610 | $4,897-26.3% | $3,786-4.7% | $4,876-26.0% |
| Participant deferral / active EE | $17,769 | $5,316+234.3% | $4,482+296.5% | $5,439+226.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |