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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 | $634,171 | $112,935+461.5% | $90,970+597.1% | $158,966+298.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.39% | 215.79%-204.4pp | 134.58%-123.2pp | 302.95%-291.6pp |
| Employer contribution / active EE | $3,210 | $2,895+10.9% | $2,122+51.3% | $4,762-32.6% |
| Participant deferral / active EE | $16,532 | $4,129+300.4% | $3,373+390.1% | $5,983+176.3% |
| Admin fee / account holder | $63 | $8,045-99.2% | $5,960-98.9% | $11,250-99.4% |