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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 | $345,193 | $107,015+222.6% | $73,545+369.4% | $147,585+133.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 13.29% | 38.25%-25.0pp | -15.16%+28.4pp | 578.56%-565.3pp |
| Employer contribution / active EE | $1,843 | $1,760+4.7% | $1,219+51.1% | $4,876-62.2% |
| Participant deferral / active EE | $3,150 | $2,462+28.0% | $1,806+74.4% | $5,439-42.1% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |