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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 | $253,362 | $125,778+101.4% | $114,563+121.2% | $154,746+63.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 10.61% | 295.14%-284.5pp | 241.09%-230.5pp | 172.34%-161.7pp |
| Employer contribution / active EE | $14,282 | $2,806+409.0% | $2,592+451.0% | $4,379+226.1% |
| Participant deferral / active EE | $14,208 | $4,445+219.7% | $4,142+243.0% | $6,730+111.1% |
| Admin fee / account holder | $116 | $8,190-98.6% | $7,623-98.5% | $14,365-99.2% |