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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 | $270,138 | $85,766+215.0% | $136,298+98.2% | $70,126+285.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.20% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $10,193 | $2,966+243.6% | $4,696+117.1% | $2,343+335.1% |
| Participant deferral / active EE | $9,348 | $5,051+85.1% | $6,247+49.6% | $3,332+180.6% |
| Admin fee / account holder | $184 | $5,421-96.6% | $9,244-98.0% | $4,645-96.0% |