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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 | $264,406 | $101,063+161.6% | $81,473+224.5% | $147,586+79.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.86% | 32.41%-14.5pp | 38.78%-20.9pp | 578.59%-560.7pp |
| Employer contribution / active EE | $15,486 | $3,206+383.1% | $2,568+503.1% | $4,876+217.6% |
| Participant deferral / active EE | $12,476 | $4,242+194.1% | $3,537+252.7% | $5,439+129.4% |
| Admin fee / account holder | $94 | $5,812-98.4% | $4,561-97.9% | $10,886-99.1% |