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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 | $493,777 | $100,073+393.4% | $85,126+480.1% | $145,877+238.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.06% | 84.11%-70.0pp | 66.63%-52.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $846 | $3,236-73.9% | $2,731-69.0% | $4,663-81.9% |
| Participant deferral / active EE | $15,376 | $5,294+190.4% | $4,523+239.9% | $6,691+129.8% |
| Admin fee / account holder | $30 | $7,261-99.6% | $6,160-99.5% | $13,402-99.8% |