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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 | $641,956 | $101,063+535.2% | $81,473+687.9% | $147,585+335.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.93% | 32.41%-13.5pp | 38.78%-19.9pp | 578.58%-559.7pp |
| Employer contribution / active EE | $8,146 | $3,206+154.1% | $2,568+217.2% | $4,876+67.1% |
| Participant deferral / active EE | $8,183 | $4,242+92.9% | $3,537+131.4% | $5,439+50.5% |
| Admin fee / account holder | $13 | $5,812-99.8% | $4,561-99.7% | $10,886-99.9% |