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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 | $295,096 | $197,625+49.3% | $177,840+65.9% | $158,966+85.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.02% | 58.76%-49.7pp | 48.32%-39.3pp | 302.95%-293.9pp |
| Employer contribution / active EE | $8,750 | $6,698+30.6% | $5,919+47.8% | $4,762+83.7% |
| Participant deferral / active EE | $13,500 | $8,405+60.6% | $7,714+75.0% | $5,983+125.6% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |