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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 | $269,133 | $112,131+140.0% | $95,964+180.5% | $158,982+69.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.15% | 171.19%-155.0pp | 91.64%-75.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $3,859 | $3,199+20.6% | $2,541+51.9% | $4,763-19.0% |
| Participant deferral / active EE | $9,498 | $4,784+98.5% | $4,167+128.0% | $5,983+58.7% |
| Admin fee / account holder | $78 | $10,136-99.2% | $6,797-98.9% | $11,252-99.3% |