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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 | $344,067 | $157,829+118.0% | $136,867+151.4% | $198,609+73.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.77% | 51.25%-39.5pp | 42.97%-31.2pp | 202.70%-190.9pp |
| Employer contribution / active EE | $19,758 | $3,923+403.7% | $3,547+457.1% | $5,055+290.8% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $200 | $11,107-98.2% | $10,340-98.1% | $19,030-98.9% |