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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 | $302,774 | $111,535+171.5% | $105,223+187.7% | $137,256+120.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.79% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,921 | $3,939+24.9% | $3,689+33.4% | $4,156+18.4% |
| Participant deferral / active EE | $3,453 | $5,500-37.2% | $5,072-31.9% | $6,407-46.1% |
| Admin fee / account holder | $68 | $9,721-99.3% | $8,859-99.2% | $12,270-99.4% |