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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 | $269,868 | $99,652+170.8% | $78,778+242.6% | $147,585+82.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.20% | 47.28%-34.1pp | 35.62%-22.4pp | 578.58%-565.4pp |
| Employer contribution / active EE | $2,895 | $2,796+3.6% | $1,986+45.8% | $4,876-40.6% |
| Participant deferral / active EE | $3,437 | $3,664-6.2% | $2,958+16.2% | $5,439-36.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |