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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 | $351,792 | $125,237+180.9% | $105,608+233.1% | $145,877+141.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.79% | 225.76%-213.0pp | 116.50%-103.7pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,737 | $3,720-26.4% | $3,167-13.6% | $4,663-41.3% |
| Participant deferral / active EE | $7,852 | $5,711+37.5% | $5,010+56.7% | $6,691+17.4% |
| Admin fee / account holder | $41 | $17,287-99.8% | $11,028-99.6% | $13,402-99.7% |