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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 | $419,848 | $755,339-44.4% | $379,746+10.6% | $158,982+164.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 14.19% | 53.41%-39.2pp | 34.90%-20.7pp | 302.99%-288.8pp |
| Employer contribution / active EE | $12,994 | $4,685+177.3% | $3,540+267.1% | $4,763+172.8% |
| Participant deferral / active EE | $8,201 | $7,938+3.3% | $6,024+36.1% | $5,983+37.1% |
| Admin fee / account holder | $154 | $14,482-98.9% | $7,927-98.1% | $11,252-98.6% |