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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 | $250,043 | $162,529+53.8% | $130,788+91.2% | $154,746+61.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.32% | 510.48%-496.2pp | 386.44%-372.1pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,129 | $4,447-74.6% | $3,558-68.3% | $4,379-74.2% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $211 | $7,669-97.2% | $6,673-96.8% | $14,365-98.5% |