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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 | $433,669 | $100,073+333.4% | $85,126+409.4% | $145,877+197.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.21% | 84.11%-64.9pp | 66.63%-47.4pp | 551.28%-532.1pp |
| Employer contribution / active EE | $2,653 | $3,236-18.0% | $2,731-2.9% | $4,663-43.1% |
| Participant deferral / active EE | $8,867 | $5,294+67.5% | $4,523+96.0% | $6,691+32.5% |
| Admin fee / account holder | $17 | $7,261-99.8% | $6,160-99.7% | $13,402-99.9% |