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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 | $280,513 | $112,121+150.2% | $95,960+192.3% | $158,966+76.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.45% | 171.16%-151.7pp | 91.63%-72.2pp | 302.95%-283.5pp |
| Employer contribution / active EE | $12,131 | $3,199+279.2% | $2,541+377.4% | $4,762+154.7% |
| Participant deferral / active EE | $6,019 | $4,784+25.8% | $4,167+44.5% | $5,983+0.6% |
| Admin fee / account holder | $257 | $10,135-97.5% | $6,797-96.2% | $11,250-97.7% |