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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 | $333,618 | $166,242+100.7% | $165,071+102.1% | $145,884+128.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.27% | 100.44%-86.2pp | 70.17%-55.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $15,976 | $5,283+202.4% | $4,347+267.5% | $4,662+242.7% |
| Participant deferral / active EE | $14,102 | $6,964+102.5% | $6,035+133.7% | $6,690+110.8% |
| Admin fee / account holder | $217 | $16,658-98.7% | $12,695-98.3% | $13,392-98.4% |