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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 | $308,872 | $125,184+146.7% | $105,607+192.5% | $145,884+111.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.44% | 225.00%-213.6pp | 116.11%-104.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $9,250 | $3,720+148.7% | $3,167+192.1% | $4,662+98.4% |
| Participant deferral / active EE | $16,800 | $5,714+194.0% | $5,011+235.2% | $6,690+151.1% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |