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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 | $253,797 | $108,942+133.0% | $100,415+152.7% | $145,897+74.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 58.27%-43.9pp | 49.47%-35.1pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,849 | $4,422-58.2% | $3,943-53.1% | $4,663-60.3% |
| Participant deferral / active EE | $3,395 | $8,461-59.9% | $8,091-58.0% | $6,689-49.2% |
| Admin fee / account holder | $154 | $9,702-98.4% | $7,906-98.1% | $13,390-98.8% |