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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 | $252,993 | $112,935+124.0% | $90,970+178.1% | $158,966+59.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.57% | 215.79%-201.2pp | 134.58%-120.0pp | 302.95%-288.4pp |
| Employer contribution / active EE | $10,069 | $2,895+247.9% | $2,122+374.4% | $4,762+111.4% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $232 | $8,045-97.1% | $5,960-96.1% | $11,250-97.9% |