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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 | $373,520 | $115,810+222.5% | $101,271+268.8% | $158,966+135.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.43% | 56.15%-34.7pp | 46.48%-25.1pp | 302.95%-281.5pp |
| Employer contribution / active EE | $23,721 | $4,175+468.1% | $3,660+548.1% | $4,762+398.1% |
| Participant deferral / active EE | $13,200 | $4,958+166.2% | $4,371+202.0% | $5,983+120.6% |
| Admin fee / account holder | $145 | $7,248-98.0% | $5,948-97.6% | $11,250-98.7% |