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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 | $358,700 | $115,903+209.5% | $100,528+256.8% | $158,966+125.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 28.35% | 34.80%-6.5pp | 30.90%-2.6pp | 302.95%-274.6pp |
| Employer contribution / active EE | $12,500 | $4,105+204.5% | $3,419+265.6% | $4,762+162.5% |
| Participant deferral / active EE | $12,500 | $6,677+87.2% | $6,271+99.3% | $5,983+108.9% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |