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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 | $276,533 | $101,618+172.1% | $93,063+197.1% | $137,256+101.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.18% | 223.95%-208.8pp | 34.15%-19.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,261 | $2,707+20.5% | $2,476+31.7% | $4,156-21.5% |
| Participant deferral / active EE | $16,281 | $4,279+280.5% | $3,958+311.3% | $6,407+154.1% |
| Admin fee / account holder | $13 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |