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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 | $294,832 | $129,476+127.7% | $93,515+215.3% | $158,982+85.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 23.72% | 118.56%-94.8pp | 78.21%-54.5pp | 302.99%-279.3pp |
| Employer contribution / active EE | $6,234 | $2,717+129.5% | $2,077+200.1% | $4,763+30.9% |
| Participant deferral / active EE | $4,191 | $3,916+7.0% | $3,129+34.0% | $5,983-30.0% |
| Admin fee / account holder | $164 | $7,396-97.8% | $5,235-96.9% | $11,252-98.5% |