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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 | $294,432 | $183,539+60.4% | $155,556+89.3% | $145,897+101.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.19% | 61.31%-40.1pp | 64.84%-43.6pp | 552.29%-531.1pp |
| Employer contribution / active EE | $12,000 | $5,315+125.8% | $4,675+156.7% | $4,663+157.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $170 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |