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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 | $318,727 | $162,821+95.8% | $133,978+137.9% | $158,982+100.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.02% | 41.95%-18.9pp | 45.10%-22.1pp | 302.99%-280.0pp |
| Employer contribution / active EE | $11,826 | $4,976+137.6% | $3,919+201.8% | $4,763+148.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |