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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 | $254,363 | $100,938+152.0% | $90,461+181.2% | $158,982+60.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.84% | 1727.20%-1712.4pp | 1294.76%-1279.9pp | 302.99%-288.1pp |
| Employer contribution / active EE | $4,940 | $3,691+33.8% | $3,264+51.4% | $4,763+3.7% |
| Participant deferral / active EE | $7,121 | $4,350+63.7% | $3,964+79.6% | $5,983+19.0% |
| Admin fee / account holder | $264 | $6,510-95.9% | $5,617-95.3% | $11,252-97.7% |