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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 | $302,850 | $106,923+183.2% | $84,023+260.4% | $152,909+98.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.25% | 105.02%-88.8pp | 71.32%-55.1pp | 345.46%-329.2pp |
| Employer contribution / active EE | $6,250 | $2,735+128.5% | $1,984+215.0% | $4,764+31.2% |
| Participant deferral / active EE | $12,175 | $4,013+203.4% | $3,239+275.9% | $5,851+108.1% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |