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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 | $475,733 | $111,535+326.5% | $105,223+352.1% | $137,256+246.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.87% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,010 | $5,500+154.7% | $5,072+176.2% | $6,407+118.7% |
| Admin fee / account holder | $136 | $9,721-98.6% | $8,859-98.5% | $12,270-98.9% |