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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 | $292,484 | $105,200+178.0% | $159,474+83.4% | $85,847+240.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.55% | 45.08%-27.5pp | 263.68%-246.1pp | 318.61%-301.1pp |
| Employer contribution / active EE | $7,546 | $3,319+127.4% | $4,831+56.2% | $2,565+194.2% |
| Participant deferral / active EE | $8,173 | $5,946+37.5% | $7,353+11.2% | $3,952+106.8% |
| Admin fee / account holder | $71 | $6,934-99.0% | $10,802-99.3% | $6,261-98.9% |