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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 | $266,920 | $102,422+160.6% | $147,117+81.4% | $80,959+229.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.93% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $7,581 | $3,717+103.9% | $4,932+53.7% | $2,757+175.0% |
| Participant deferral / active EE | $9,334 | $6,652+40.3% | $8,065+15.7% | $4,300+117.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |