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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 | $268,073 | $102,938+160.4% | $94,105+184.9% | $138,895+93.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 18.36% | 250.28%-231.9pp | 204.55%-186.2pp | 145.39%-127.0pp |
| Employer contribution / active EE | $547 | $2,732-80.0% | $2,504-78.1% | $4,194-87.0% |
| Participant deferral / active EE | $1,232 | $4,196-70.6% | $3,881-68.3% | $6,396-80.7% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |