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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 | $261,725 | $166,242+57.4% | $165,071+58.6% | $145,884+79.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.86% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,301 | $5,283-56.4% | $4,347-47.1% | $4,662-50.6% |
| Participant deferral / active EE | $9,500 | $6,964+36.4% | $6,035+57.4% | $6,690+42.0% |
| Admin fee / account holder | $8 | $16,658-100.0% | $12,695-99.9% | $13,392-99.9% |