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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 | $268,335 | $108,897+146.4% | $100,378+167.3% | $145,877+83.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.81% | 58.17%-44.4pp | 49.41%-35.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $42,848 | $4,420+869.4% | $3,942+987.0% | $4,663+818.9% |
| Participant deferral / active EE | $18,221 | $8,455+115.5% | $8,087+125.3% | $6,691+172.3% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |