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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 | $284,674 | $175,231+62.5% | $149,696+90.2% | $139,466+104.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.45% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $15,000 | $5,478+173.8% | $4,821+211.2% | $4,754+215.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |