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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 | $335,799 | $165,939+102.4% | $122,354+174.4% | $147,585+127.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.62% | 34.56%-17.9pp | 30.28%-13.7pp | 578.58%-562.0pp |
| Employer contribution / active EE | $9,801 | $5,754+70.3% | $4,051+141.9% | $4,876+101.0% |
| Participant deferral / active EE | $10,500 | $4,005+162.1% | $3,287+219.4% | $5,439+93.1% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |