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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 | $420,080 | $112,131+274.6% | $95,964+337.7% | $158,982+164.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.67% | 171.19%-159.5pp | 91.64%-80.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $7,816 | $3,199+144.3% | $2,541+207.5% | $4,763+64.1% |
| Participant deferral / active EE | $3,000 | $4,784-37.3% | $4,167-28.0% | $5,983-49.9% |
| Admin fee / account holder | $116 | $10,136-98.9% | $6,797-98.3% | $11,252-99.0% |