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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 | $303,588 | $114,130+166.0% | $96,192+215.6% | $167,553+81.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.13% | 190.07%-174.9pp | 192.09%-177.0pp | 478.89%-463.8pp |
| Employer contribution / active EE | $2,510 | $3,431-26.8% | $2,799-10.3% | $4,840-48.1% |
| Participant deferral / active EE | $8,033 | $5,198+54.6% | $4,351+84.6% | $6,343+26.7% |
| Admin fee / account holder | $115 | $6,901-98.3% | $5,539-97.9% | $12,316-99.1% |