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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 | $324,035 | $150,435+115.4% | $120,580+168.7% | $145,897+122.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.40% | 154.60%-141.2pp | 107.48%-94.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $9,693 | $4,352+122.7% | $3,469+179.4% | $4,663+107.9% |
| Participant deferral / active EE | $11,792 | $6,174+91.0% | $4,995+136.0% | $6,689+76.3% |
| Admin fee / account holder | $271 | $12,182-97.8% | $9,418-97.1% | $13,390-98.0% |