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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 | $267,989 | $152,612+75.6% | $125,192+114.1% | $152,897+75.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.01% | 54.85%-34.8pp | 43.79%-23.8pp | 345.43%-325.4pp |
| Employer contribution / active EE | $2,887 | $4,947-41.6% | $3,866-25.3% | $4,764-39.4% |
| Participant deferral / active EE | $6,750 | $5,868+15.0% | $4,937+36.7% | $5,851+15.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |