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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 | $508,473 | $157,304+223.2% | $141,197+260.1% | $152,909+232.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.61% | 64.34%-44.7pp | 71.41%-51.8pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,915 | $5,263-63.6% | $4,736-59.6% | $4,764-59.8% |
| Participant deferral / active EE | $9,970 | $7,111+40.2% | $6,710+48.6% | $5,851+70.4% |
| Admin fee / account holder | $7 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |