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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 | $261,245 | $103,008+153.6% | $90,304+189.3% | $152,897+70.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.12% | 95.22%-78.1pp | 78.13%-61.0pp | 345.43%-328.3pp |
| Employer contribution / active EE | $3,476 | $3,139+10.7% | $2,855+21.8% | $4,764-27.0% |
| Participant deferral / active EE | $4,928 | $4,281+15.1% | $3,885+26.9% | $5,851-15.8% |
| Admin fee / account holder | $60 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |