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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 | $100,262+296.6% | $81,370+388.7% | $145,897+172.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 34.52%-20.9pp | 24.85%-11.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $5,009 | $2,979+68.2% | $2,464+103.3% | $4,663+7.4% |
| Participant deferral / active EE | $10,358 | $4,612+124.6% | $3,885+166.6% | $6,689+54.8% |
| Admin fee / account holder | $229 | $8,163-97.2% | $5,749-96.0% | $13,390-98.3% |