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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 | $298,480 | $107,015+178.9% | $73,545+305.8% | $147,585+102.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.12% | 38.25%-21.1pp | -15.16%+32.3pp | 578.58%-561.5pp |
| Employer contribution / active EE | $2,237 | $1,760+27.1% | $1,219+83.5% | $4,876-54.1% |
| Participant deferral / active EE | $12,726 | $2,462+417.0% | $1,806+604.7% | $5,439+134.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |