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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 | $258,692 | $165,939+55.9% | $122,354+111.4% | $147,586+75.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.15% | 34.56%-19.4pp | 30.28%-15.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $2,409 | $5,754-58.1% | $4,051-40.5% | $4,876-50.6% |
| Participant deferral / active EE | $11,522 | $4,005+187.7% | $3,287+250.5% | $5,439+111.8% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |