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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 | $150,412+115.4% | $120,574+168.7% | $145,884+122.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.40% | 154.50%-141.1pp | 107.42%-94.0pp | 551.85%-538.5pp |
| Employer contribution / active EE | $9,693 | $4,355+122.6% | $3,471+179.3% | $4,662+107.9% |
| Participant deferral / active EE | $11,792 | $6,175+91.0% | $4,996+136.0% | $6,690+76.3% |
| Admin fee / account holder | $271 | $12,224-97.8% | $9,445-97.1% | $13,392-98.0% |