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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 | $328,546 | $150,412+118.4% | $120,574+172.5% | $145,884+125.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.75% | 154.50%-135.8pp | 107.42%-88.7pp | 551.85%-533.1pp |
| Employer contribution / active EE | $5,542 | $4,355+27.3% | $3,471+59.7% | $4,662+18.9% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |