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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 | $401,235 | $157,829+154.2% | $136,867+193.2% | $198,609+102.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.42% | 51.25%-33.8pp | 42.97%-25.5pp | 202.70%-185.3pp |
| Employer contribution / active EE | $2,439 | $3,923-37.8% | $3,547-31.2% | $5,055-51.7% |
| Participant deferral / active EE | $13,055 | $5,463+139.0% | $4,924+165.1% | $6,977+87.1% |
| Admin fee / account holder | $73 | $11,107-99.3% | $10,340-99.3% | $19,030-99.6% |