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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 | $367,582 | $108,897+237.5% | $100,378+266.2% | $145,877+152.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 58.17%-45.0pp | 49.41%-36.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $8,926 | $4,420+101.9% | $3,942+126.4% | $4,663+91.4% |
| Participant deferral / active EE | $10,914 | $8,455+29.1% | $8,087+35.0% | $6,691+63.1% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |