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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 | $285,822 | $165,912+72.3% | $122,342+133.6% | $147,585+93.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.50% | 34.55%-17.1pp | 30.28%-12.8pp | 578.57%-561.1pp |
| Employer contribution / active EE | $7,600 | $5,754+32.1% | $4,051+87.6% | $4,876+55.9% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |