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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 | $252,769 | $72,071+250.7% | $68,368+269.7% | $137,256+84.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.13% | 353.14%-336.0pp | 292.57%-275.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,749 | $2,788+106.2% | $2,649+117.0% | $4,156+38.3% |
| Participant deferral / active EE | $12,050 | $4,410+173.2% | $4,123+192.3% | $6,407+88.1% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |