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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 | $102,385+160.7% | $147,080+81.5% | $80,935+229.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.93% | 135.09%-120.2pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $7,581 | $3,717+104.0% | $4,933+53.7% | $2,757+175.0% |
| Participant deferral / active EE | $9,334 | $6,651+40.3% | $8,066+15.7% | $4,299+117.1% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |