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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 | $269,382 | $127,790+110.8% | $106,555+152.8% | $167,536+60.8% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 16.31% | 33.88%-17.6pp | 26.80%-10.5pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,245 | $3,428-63.7% | $2,819-55.8% | $4,839-74.3% |
| Participant deferral / active EE | $4,982 | $5,088-2.1% | $4,399+13.3% | $6,342-21.5% |
| Admin fee / account holder | $40 | $11,229-99.6% | $7,408-99.5% | $12,315-99.7% |