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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 | $293,295 | $111,830+162.3% | $93,696+213.0% | $145,884+101.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.37% | 204.08%-191.7pp | 133.74%-121.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,080 | $3,093-32.7% | $2,422-14.1% | $4,662-55.4% |
| Participant deferral / active EE | $11,627 | $4,920+136.3% | $4,417+163.2% | $6,690+73.8% |
| Admin fee / account holder | $168 | $10,249-98.4% | $8,287-98.0% | $13,392-98.7% |