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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 | $325,964 | $138,075+136.1% | $123,552+163.8% | $135,379+140.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.85% | 153.70%-148.9pp | 119.20%-114.4pp | 519.79%-514.9pp |
| Employer contribution / active EE | $1,500 | $5,152-70.9% | $4,628-67.6% | $4,779-68.6% |
| Participant deferral / active EE | $2,227 | $6,800-67.3% | $6,426-65.4% | $5,609-60.3% |
| Admin fee / account holder | $44 | $10,917-99.6% | $9,285-99.5% | $10,828-99.6% |