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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 | $253,196 | $111,830+126.4% | $93,696+170.2% | $145,884+73.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.04% | 204.08%-190.0pp | 133.74%-119.7pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,444 | $3,093+11.3% | $2,422+42.2% | $4,662-26.1% |
| Participant deferral / active EE | $9,611 | $4,920+95.3% | $4,417+117.6% | $6,690+43.7% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |