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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 | $270,125 | $166,268+62.5% | $165,100+63.6% | $145,897+85.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.68% | 100.52%-79.8pp | 70.21%-49.5pp | 552.29%-531.6pp |
| Employer contribution / active EE | $8,715 | $5,284+64.9% | $4,348+100.4% | $4,663+86.9% |
| Participant deferral / active EE | $8,153 | $6,964+17.1% | $6,035+35.1% | $6,689+21.9% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |