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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 | $259,997 | $185,856+39.9% | $170,028+52.9% | $139,456+86.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.43% | 60.52%-47.1pp | 53.39%-40.0pp | 373.45%-360.0pp |
| Employer contribution / active EE | $2,500 | $7,593-67.1% | $6,788-63.2% | $4,753-47.4% |
| Participant deferral / active EE | $15,000 | $11,623+29.0% | $10,409+44.1% | $6,711+123.5% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |