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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 | $285,218 | $124,336+129.4% | $111,303+156.3% | $167,518+70.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.17% | 37.45%-23.3pp | 54.66%-40.5pp | 478.71%-464.5pp |
| Employer contribution / active EE | $9,653 | $3,436+180.9% | $2,731+253.4% | $4,838+99.5% |
| Participant deferral / active EE | $8,848 | $5,181+70.8% | $4,487+97.2% | $6,342+39.5% |
| Admin fee / account holder | $62 | $10,623-99.4% | $7,966-99.2% | $12,312-99.5% |