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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 | $356,917 | $111,535+220.0% | $105,223+239.2% | $137,256+160.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.84% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,817 | $3,939-53.9% | $3,689-50.8% | $4,156-56.3% |
| Participant deferral / active EE | $6,671 | $5,500+21.3% | $5,072+31.5% | $6,407+4.1% |
| Admin fee / account holder | $131 | $9,721-98.7% | $8,859-98.5% | $12,270-98.9% |