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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 | $287,743 | $157,296+82.9% | $141,191+103.8% | $152,897+88.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 78.76% | 64.34%+14.4pp | 71.41%+7.4pp | 345.43%-266.7pp |
| Employer contribution / active EE | $1,250 | $5,262-76.2% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |