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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 | $70,366+470.2% | $66,674+501.8% | $138,895+188.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.42% | 386.41%-369.0pp | 321.24%-303.8pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,439 | $2,765-11.8% | $2,620-6.9% | $4,194-41.8% |
| Participant deferral / active EE | $13,055 | $4,374+198.5% | $4,084+219.6% | $6,396+104.1% |
| Admin fee / account holder | $73 | $5,262-98.6% | $5,098-98.6% | $12,562-99.4% |