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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 | $284,784 | $132,634+114.7% | $115,768+146.0% | $137,256+107.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.90% | 160.70%-150.8pp | 100.46%-90.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $6,675 | $3,360+98.7% | $2,940+127.0% | $4,156+60.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |