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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 | $352,192 | $185,905+89.4% | $170,057+107.1% | $139,487+152.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.24% | 60.56%-35.3pp | 53.42%-28.2pp | 373.84%-348.6pp |
| Employer contribution / active EE | $1,970 | $7,597-74.1% | $6,790-71.0% | $4,755-58.6% |
| Participant deferral / active EE | $8,247 | $11,627-29.1% | $10,411-20.8% | $6,713+22.9% |
| Admin fee / account holder | $9 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |