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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 | $251,265 | $102,382+145.4% | $147,005+70.9% | $80,874+210.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.80% | 134.89%-115.1pp | 418.76%-399.0pp | 35.62%-15.8pp |
| Employer contribution / active EE | $10,034 | $3,715+170.1% | $4,934+103.4% | $2,756+264.1% |
| Participant deferral / active EE | $15,640 | $6,646+135.3% | $8,070+93.8% | $4,297+264.0% |
| Admin fee / account holder | $185 | $7,942-97.7% | $13,006-98.6% | $6,935-97.3% |