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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 | $312,064 | $110,551+182.3% | $80,741+286.5% | $167,536+86.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 26.91% | 120.57%-93.7pp | 87.30%-60.4pp | 478.82%-451.9pp |
| Employer contribution / active EE | $3,760 | $1,543+143.7% | $1,160+224.1% | $4,839-22.3% |
| Participant deferral / active EE | $2,000 | $2,870-30.3% | $2,145-6.8% | $6,342-68.5% |
| Admin fee / account holder | $182 | $4,547-96.0% | $3,380-94.6% | $12,315-98.5% |