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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 | $102,595+291.1% | $94,057+326.6% | $154,746+159.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.42% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,439 | $3,147-22.5% | $2,933-16.8% | $4,379-44.3% |
| Participant deferral / active EE | $13,055 | $5,118+155.1% | $4,709+177.2% | $6,730+94.0% |
| Admin fee / account holder | $73 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |