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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 | $278,084 | $112,121+148.0% | $95,960+189.8% | $158,966+74.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.88% | 171.16%-164.3pp | 91.63%-84.8pp | 302.95%-296.1pp |
| Employer contribution / active EE | $11,154 | $3,199+248.7% | $2,541+338.9% | $4,762+134.2% |
| Participant deferral / active EE | $10,638 | $4,784+122.4% | $4,167+155.3% | $5,983+77.8% |
| Admin fee / account holder | $2 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |