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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 | $254,160 | $75,832+235.2% | $147,618+72.2% | $59,633+326.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.82% | 0.37%+1.4pp | 61.98%-60.2pp | 2041.40%-2039.6pp |
| Employer contribution / active EE | $9,469 | $3,485+171.7% | $5,565+70.2% | $2,203+329.9% |
| Participant deferral / active EE | $6,648 | $3,131+112.4% | $4,895+35.8% | $3,192+108.3% |
| Admin fee / account holder | $10 | $5,986-99.8% | $11,612-99.9% | $4,297-99.8% |