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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 | $288,357 | $108,882+164.8% | $96,754+198.0% | $154,746+86.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.73% | 98.39%-80.7pp | 82.04%-64.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $6,587 | $3,018+118.2% | $2,679+145.9% | $4,379+50.4% |
| Participant deferral / active EE | $6,345 | $5,323+19.2% | $4,758+33.4% | $6,730-5.7% |
| Admin fee / account holder | $16 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |