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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 | $346,057 | $112,915+206.5% | $90,965+280.4% | $158,950+117.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.60% | 215.75%-209.2pp | 134.57%-128.0pp | 302.91%-296.3pp |
| Employer contribution / active EE | $6,113 | $2,894+111.2% | $2,122+188.0% | $4,762+28.4% |
| Participant deferral / active EE | $10,878 | $4,128+163.5% | $3,373+222.5% | $5,983+81.8% |
| Admin fee / account holder | -$90 | $8,044-101.1% | $5,960-101.5% | $11,248-100.8% |