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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 | $284,639 | $162,821+74.8% | $133,978+112.5% | $158,982+79.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.40% | 41.95%-28.5pp | 45.10%-31.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $8,096 | $4,976+62.7% | $3,919+106.6% | $4,763+70.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $185 | $11,742-98.4% | $8,930-97.9% | $11,252-98.4% |