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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 | $281,463 | $124,351+126.3% | $109,188+157.8% | $167,553+68.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.45% | 26.04%-10.6pp | 25.76%-10.3pp | 478.89%-463.4pp |
| Employer contribution / active EE | $10,405 | $4,210+147.2% | $3,723+179.5% | $4,840+115.0% |
| Participant deferral / active EE | $13,000 | $5,257+147.3% | $4,654+179.3% | $6,343+105.0% |
| Admin fee / account holder | $45 | $7,975-99.4% | $6,755-99.3% | $12,316-99.6% |