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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 | $355,036 | $101,063+251.3% | $81,473+335.8% | $147,586+140.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.94% | 32.41%-12.5pp | 38.78%-18.8pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,501 | $3,206-53.2% | $2,568-41.6% | $4,876-69.2% |
| Participant deferral / active EE | $18,000 | $4,242+324.3% | $3,537+408.9% | $5,439+231.0% |
| Admin fee / account holder | $30 | $5,812-99.5% | $4,561-99.4% | $10,886-99.7% |