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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 | $276,712 | $96,691+186.2% | $86,656+219.3% | $139,487+98.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.30% | 106.87%-84.6pp | 593.09%-570.8pp | 373.84%-351.5pp |
| Employer contribution / active EE | $987 | $3,267-69.8% | $3,025-67.4% | $4,755-79.2% |
| Participant deferral / active EE | $19,154 | $4,838+295.9% | $4,439+331.5% | $6,713+185.3% |
| Admin fee / account holder | $183 | $6,414-97.1% | $5,619-96.7% | $11,407-98.4% |