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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 | $108,911+133.0% | $100,392+152.8% | $145,884+74.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 58.23%-43.9pp | 49.45%-35.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,849 | $4,420-58.2% | $3,941-53.1% | $4,662-60.3% |
| Participant deferral / active EE | $3,395 | $8,459-59.9% | $8,090-58.0% | $6,690-49.2% |
| Admin fee / account holder | $154 | $9,698-98.4% | $7,904-98.1% | $13,392-98.9% |