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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 | $314,377 | $100,911+211.5% | $90,440+247.6% | $158,966+97.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.00% | 1726.62%-1711.6pp | 1294.38%-1279.4pp | 302.95%-288.0pp |
| Employer contribution / active EE | $7,545 | $3,690+104.4% | $3,263+131.2% | $4,762+58.4% |
| Participant deferral / active EE | $21,660 | $4,348+398.1% | $3,964+446.5% | $5,983+262.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |