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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 | $303,168 | $197,819+53.3% | $155,789+94.6% | $125,389+141.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 7.98% | 86.73%-78.8pp | 71.54%-63.6pp | 282.24%-274.3pp |
| Employer contribution / active EE | $32,500 | $4,850+570.0% | $3,839+746.6% | $4,866+567.9% |
| Participant deferral / active EE | $16,000 | $5,631+184.1% | $4,798+233.5% | $5,352+199.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |