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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 | $303,902 | $115,796+162.4% | $101,264+200.1% | $158,950+91.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.43% | 56.15%-42.7pp | 46.48%-33.0pp | 302.91%-289.5pp |
| Employer contribution / active EE | $1,903 | $4,175-54.4% | $3,660-48.0% | $4,762-60.0% |
| Participant deferral / active EE | $6,750 | $4,958+36.2% | $4,370+54.5% | $5,983+12.8% |
| Admin fee / account holder | $110 | $7,247-98.5% | $5,947-98.2% | $11,248-99.0% |