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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 | $262,825 | $100,041+162.7% | $149,718+75.5% | $70,131+274.8% |
| Participation rate | 87.9% | 83.6%+4.3pp | 87.1%+0.8pp | 69.5%+18.3pp |
| Annual return | 16.28% | 27.43%-11.2pp | 1501.70%-1485.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $6,047 | $3,662+65.2% | $5,444+11.1% | $2,342+158.2% |
| Participant deferral / active EE | $11,667 | $4,983+134.2% | $6,568+77.6% | $3,332+250.2% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |