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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 | $446,766 | $104,953+325.7% | $84,637+427.9% | $152,909+192.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.27% | 373.94%-348.7pp | 258.82%-233.6pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,300 | $3,304-60.6% | $2,653-51.0% | $4,764-72.7% |
| Participant deferral / active EE | $6,344 | $4,691+35.3% | $3,900+62.7% | $5,851+8.4% |
| Admin fee / account holder | $88 | $6,244-98.6% | $4,914-98.2% | $11,601-99.2% |