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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 | $275,597 | $156,616+76.0% | $133,346+106.7% | $198,609+38.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 24.55% | 44.25%-19.7pp | 36.85%-12.3pp | 202.70%-178.1pp |
| Employer contribution / active EE | $37,482 | $3,368+1012.9% | $2,853+1213.6% | $5,055+641.4% |
| Participant deferral / active EE | $18,300 | $4,920+272.0% | $4,332+322.4% | $6,977+162.3% |
| Admin fee / account holder | $282 | $17,468-98.4% | $14,264-98.0% | $19,030-98.5% |