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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 | $268,953 | $103,008+161.1% | $90,304+197.8% | $152,897+75.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.93% | 95.22%-81.3pp | 78.13%-64.2pp | 345.43%-331.5pp |
| Employer contribution / active EE | $22,160 | $3,139+605.9% | $2,855+676.2% | $4,764+365.2% |
| Participant deferral / active EE | $15,861 | $4,281+270.5% | $3,885+308.3% | $5,851+171.1% |
| Admin fee / account holder | $58 | $6,175-99.1% | $5,354-98.9% | $11,599-99.5% |