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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 | $309,645 | $69,252+347.1% | $64,099+383.1% | $139,456+122.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.71% | 45.89%-31.2pp | 33.70%-19.0pp | 373.45%-358.7pp |
| Employer contribution / active EE | $3,569 | $3,184+12.1% | $2,748+29.9% | $4,753-24.9% |
| Participant deferral / active EE | $27,000 | $4,683+476.5% | $3,881+595.6% | $6,711+302.3% |
| Admin fee / account holder | $60 | $4,248-98.6% | $3,070-98.0% | $11,407-99.5% |