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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 | $260,979 | $166,268+57.0% | $165,100+58.1% | $145,897+78.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.45% | 100.52%-90.1pp | 70.21%-59.8pp | 552.29%-541.8pp |
| Employer contribution / active EE | $8,000 | $5,284+51.4% | $4,348+84.0% | $4,663+71.6% |
| Participant deferral / active EE | $27,000 | $6,964+287.7% | $6,035+347.4% | $6,689+303.6% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |