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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 | $439,917 | $115,810+279.9% | $101,271+334.4% | $158,966+176.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.33% | 56.15%-31.8pp | 46.48%-22.2pp | 302.95%-278.6pp |
| Employer contribution / active EE | $10,268 | $4,175+145.9% | $3,660+180.5% | $4,762+115.6% |
| Participant deferral / active EE | $12,390 | $4,958+149.9% | $4,371+183.5% | $5,983+107.1% |
| Admin fee / account holder | $118 | $7,248-98.4% | $5,948-98.0% | $11,250-98.9% |