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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 | $288,054 | $157,304+83.1% | $141,197+104.0% | $152,909+88.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.35% | 64.34%-43.0pp | 71.41%-50.1pp | 345.46%-324.1pp |
| Employer contribution / active EE | $30,000 | $5,263+470.1% | $4,736+533.4% | $4,764+529.7% |
| Participant deferral / active EE | $13,000 | $7,111+82.8% | $6,710+93.7% | $5,851+122.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |