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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 | $515,353 | $67,823+659.8% | $52,425+883.0% | $137,256+275.5% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 12.07% | 219.11%-207.0pp | 302.12%-290.0pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,338 | $1,163+15.0% | $914+46.3% | $4,156-67.8% |
| Participant deferral / active EE | $1,310 | $2,288-42.8% | $1,790-26.8% | $6,407-79.6% |
| Admin fee / account holder | $9 | $2,844-99.7% | $2,495-99.7% | $12,270-99.9% |