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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 | $487,195 | $165,399+194.6% | $149,745+225.3% | $158,982+206.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.98% | 348.34%-328.4pp | 276.72%-256.7pp | 302.99%-283.0pp |
| Employer contribution / active EE | $1,534 | $5,105-69.9% | $4,646-67.0% | $4,763-67.8% |
| Participant deferral / active EE | $6,938 | $7,183-3.4% | $6,843+1.4% | $5,983+15.9% |
| Admin fee / account holder | $37 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |