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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 | $294,038 | $112,131+162.2% | $95,964+206.4% | $158,982+85.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.95% | 171.19%-155.2pp | 91.64%-75.7pp | 302.99%-287.0pp |
| Employer contribution / active EE | $5,848 | $3,199+82.8% | $2,541+130.1% | $4,763+22.8% |
| Participant deferral / active EE | $11,480 | $4,784+140.0% | $4,167+175.5% | $5,983+91.9% |
| Admin fee / account holder | $266 | $10,136-97.4% | $6,797-96.1% | $11,252-97.6% |