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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 | $260,000 | $817,678-68.2% | $392,568-33.8% | $152,897+70.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 38.24% | 22.84%+15.4pp | 24.42%+13.8pp | 345.43%-307.2pp |
| Employer contribution / active EE | $12,500 | $5,502+127.2% | $3,783+230.4% | $4,764+162.4% |
| Participant deferral / active EE | $12,500 | $8,398+48.8% | $5,985+108.9% | $5,851+113.6% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,599-100.0% |