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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 | $266,920 | $102,429+160.6% | $147,096+81.5% | $80,925+229.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.93% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $7,581 | $3,716+104.0% | $4,936+53.6% | $2,756+175.0% |
| Participant deferral / active EE | $9,334 | $6,649+40.4% | $8,071+15.6% | $4,299+117.1% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |