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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 | $267,779 | $112,121+138.8% | $95,960+179.1% | $158,966+68.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.50% | 171.16%-162.7pp | 91.63%-83.1pp | 302.95%-294.4pp |
| Employer contribution / active EE | $11,381 | $3,199+255.7% | $2,541+347.8% | $4,762+139.0% |
| Participant deferral / active EE | $13,797 | $4,784+188.4% | $4,167+231.1% | $5,983+130.6% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |