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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 | $392,769 | $81,664+381.0% | $70,476+457.3% | $158,966+147.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.76% | 208.59%-188.8pp | 109.12%-89.4pp | 302.95%-283.2pp |
| Employer contribution / active EE | $588 | $3,219-81.7% | $2,738-78.5% | $4,762-87.7% |
| Participant deferral / active EE | $1,389 | $4,556-69.5% | $3,710-62.6% | $5,983-76.8% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |