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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 | $286,497 | $110,248+159.9% | $95,728+199.3% | $139,456+105.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.61% | 27.16%-4.6pp | 28.40%-5.8pp | 373.45%-350.8pp |
| Employer contribution / active EE | $18,981 | $3,258+482.5% | $2,835+569.5% | $4,753+299.4% |
| Participant deferral / active EE | $11,053 | $4,675+136.4% | $4,245+160.4% | $6,711+64.7% |
| Admin fee / account holder | $37 | $6,607-99.4% | $5,673-99.3% | $11,407-99.7% |