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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 | $258,134 | $152,592+69.2% | $125,180+106.2% | $152,885+68.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.79% | 54.84%-32.0pp | 43.79%-21.0pp | 345.39%-322.6pp |
| Employer contribution / active EE | $3,403 | $4,947-31.2% | $3,866-12.0% | $4,763-28.6% |
| Participant deferral / active EE | $7,513 | $5,868+28.0% | $4,937+52.2% | $5,851+28.4% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |