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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 | $390,487 | $175,259+122.8% | $149,723+160.8% | $139,487+179.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.80% | 166.82%-146.0pp | 134.50%-113.7pp | 373.84%-353.0pp |
| Employer contribution / active EE | $2,090 | $5,478-61.8% | $4,821-56.7% | $4,755-56.0% |
| Participant deferral / active EE | $4,829 | $6,522-26.0% | $5,682-15.0% | $6,713-28.1% |
| Admin fee / account holder | $141 | $16,158-99.1% | $13,215-98.9% | $11,407-98.8% |