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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 | $375,871 | $176,402+113.1% | $134,162+180.2% | $158,982+136.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.87% | 63.66%-51.8pp | 36.35%-24.5pp | 302.99%-291.1pp |
| Employer contribution / active EE | $6,391 | $5,042+26.8% | $3,705+72.5% | $4,763+34.2% |
| Participant deferral / active EE | $13,691 | $4,093+234.5% | $3,500+291.2% | $5,983+128.8% |
| Admin fee / account holder | $8 | $8,719-99.9% | $6,685-99.9% | $11,252-99.9% |