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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 | $293,467 | $83,337+252.1% | $67,834+332.6% | $273,972+7.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.42% | 259.45%-252.0pp | 138.47%-131.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $5,702 | $3,287+73.5% | $2,403+137.3% | $4,869+17.1% |
| Participant deferral / active EE | $14,005 | $4,088+242.6% | $3,160+343.2% | $5,287+164.9% |
| Admin fee / account holder | $239 | $6,752-96.5% | $4,622-94.8% | $10,133-97.6% |