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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 | $263,070 | $152,587+72.4% | $125,175+110.2% | $152,870+72.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.78% | 54.84%-34.1pp | 43.79%-23.0pp | 345.34%-324.6pp |
| Employer contribution / active EE | $8,969 | $4,946+81.3% | $3,865+132.0% | $4,763+88.3% |
| Participant deferral / active EE | $10,055 | $5,868+71.4% | $4,937+103.7% | $5,850+71.9% |
| Admin fee / account holder | $195 | $13,434-98.6% | $9,702-98.0% | $11,597-98.3% |