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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 | $258,849 | $112,915+129.2% | $90,965+184.6% | $158,950+62.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.34% | 215.75%-193.4pp | 134.57%-112.2pp | 302.91%-280.6pp |
| Employer contribution / active EE | $7,741 | $2,894+167.5% | $2,122+264.7% | $4,762+62.6% |
| Participant deferral / active EE | $8,235 | $4,128+99.5% | $3,373+144.1% | $5,983+37.6% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |