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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 | $302,974 | $112,121+170.2% | $95,960+215.7% | $158,966+90.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.70% | 171.16%-149.5pp | 91.63%-69.9pp | 302.95%-281.2pp |
| Employer contribution / active EE | $13,772 | $3,199+330.5% | $2,541+441.9% | $4,762+189.2% |
| Participant deferral / active EE | $10,813 | $4,784+126.0% | $4,167+159.5% | $5,983+80.7% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |