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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 | $441,926 | $108,882+305.9% | $96,754+356.8% | $154,746+185.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.96% | 98.39%-77.4pp | 82.04%-61.1pp | 172.34%-151.4pp |
| Employer contribution / active EE | $16,212 | $3,018+437.2% | $2,679+505.1% | $4,379+270.2% |
| Participant deferral / active EE | $14,227 | $5,323+167.3% | $4,758+199.0% | $6,730+111.4% |
| Admin fee / account holder | $198 | $10,200-98.1% | $8,905-97.8% | $14,365-98.6% |