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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 | $274,483 | $81,696+236.0% | $70,494+289.4% | $158,982+72.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.04% | 208.70%-192.7pp | 109.16%-93.1pp | 302.99%-286.9pp |
| Employer contribution / active EE | $6,264 | $3,220+94.6% | $2,738+128.8% | $4,763+31.5% |
| Participant deferral / active EE | $9,339 | $4,558+104.9% | $3,711+151.7% | $5,983+56.1% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |