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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 | $397,664 | $100,147+297.1% | $81,286+389.2% | $145,877+172.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 34.44%-20.8pp | 24.80%-11.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $5,009 | $2,977+68.3% | $2,463+103.4% | $4,663+7.4% |
| Participant deferral / active EE | $10,358 | $4,607+124.8% | $3,883+166.7% | $6,691+54.8% |
| Admin fee / account holder | $229 | $8,201-97.2% | $5,764-96.0% | $13,402-98.3% |