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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 | $324,805 | $70,366+361.6% | $66,674+387.2% | $138,895+133.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.16% | 386.41%-368.2pp | 321.24%-303.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $8,974 | $2,765+224.5% | $2,620+242.5% | $4,194+114.0% |
| Participant deferral / active EE | $24,809 | $4,374+467.2% | $4,084+507.5% | $6,396+287.9% |
| Admin fee / account holder | $74 | $5,262-98.6% | $5,098-98.6% | $12,562-99.4% |