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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 | $273,329 | $81,664+234.7% | $70,476+287.8% | $158,966+71.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.07% | 208.59%-191.5pp | 109.12%-92.0pp | 302.95%-285.9pp |
| Employer contribution / active EE | $57,000 | $3,219+1670.8% | $2,738+1981.9% | $4,762+1096.9% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |