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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 | $264,210 | $96,508+173.8% | $75,901+248.1% | $152,897+72.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 23.38% | 33.99%-10.6pp | 30.76%-7.4pp | 345.43%-322.0pp |
| Employer contribution / active EE | $2,460 | $3,310-25.7% | $2,501-1.6% | $4,764-48.4% |
| Participant deferral / active EE | $13,490 | $4,554+196.3% | $3,603+274.4% | $5,851+130.6% |
| Admin fee / account holder | $20 | $8,081-99.8% | $5,420-99.6% | $11,599-99.8% |