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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 | $272,116 | $114,073+138.5% | $96,161+183.0% | $167,518+62.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.66% | 189.95%-178.3pp | 192.01%-180.4pp | 478.71%-467.1pp |
| Employer contribution / active EE | $2,774 | $3,428-19.1% | $2,798-0.9% | $4,838-42.7% |
| Participant deferral / active EE | $13,960 | $5,195+168.7% | $4,349+221.0% | $6,342+120.1% |
| Admin fee / account holder | $197 | $6,899-97.1% | $5,538-96.4% | $12,312-98.4% |