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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 | $152,619+72.4% | $125,195+110.1% | $152,909+72.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.78% | 54.85%-34.1pp | 43.79%-23.0pp | 345.46%-324.7pp |
| Employer contribution / active EE | $8,969 | $4,947+81.3% | $3,866+132.0% | $4,764+88.3% |
| Participant deferral / active EE | $10,055 | $5,869+71.3% | $4,937+103.6% | $5,851+71.8% |
| Admin fee / account holder | $195 | $13,437-98.6% | $9,704-98.0% | $11,601-98.3% |