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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 | $289,872 | $72,071+302.2% | $68,368+324.0% | $137,256+111.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.96% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,317 | $2,788+19.0% | $2,649+25.2% | $4,156-20.2% |
| Participant deferral / active EE | $7,996 | $4,410+81.3% | $4,123+93.9% | $6,407+24.8% |
| Admin fee / account holder | $63 | $5,336-98.8% | $5,150-98.8% | $12,270-99.5% |