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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 | $126,113+100.9% | $116,096+118.2% | $155,188+63.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 10.61% | 391.72%-381.1pp | 326.25%-315.6pp | 148.84%-138.2pp |
| Employer contribution / active EE | $14,282 | $2,672+434.6% | $2,503+470.5% | $4,248+236.2% |
| Participant deferral / active EE | $14,208 | $4,162+241.4% | $3,952+259.5% | $6,531+117.5% |
| Admin fee / account holder | $116 | $8,045-98.6% | $7,704-98.5% | $14,480-99.2% |