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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 | $434,237 | $165,381+162.6% | $149,730+190.0% | $158,966+173.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.23% | 348.29%-324.1pp | 276.70%-252.5pp | 302.95%-278.7pp |
| Employer contribution / active EE | $5,088 | $5,104-0.3% | $4,645+9.5% | $4,762+6.8% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,843+280.0% | $5,983+334.6% |
| Admin fee / account holder | $7 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |