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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 | $328,113 | $83,337+293.7% | $67,834+383.7% | $273,972+19.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.74% | 259.45%-250.7pp | 138.47%-129.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $8,434 | $3,287+156.6% | $2,403+250.9% | $4,869+73.2% |
| Participant deferral / active EE | $6,438 | $4,088+57.5% | $3,160+103.8% | $5,287+21.8% |
| Admin fee / account holder | $43 | $6,752-99.4% | $4,622-99.1% | $10,133-99.6% |