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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 | $416,296 | $111,535+273.2% | $105,223+295.6% | $137,256+203.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.68% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,727 | $3,939-5.4% | $3,689+1.0% | $4,156-10.3% |
| Participant deferral / active EE | $14,676 | $5,500+166.8% | $5,072+189.4% | $6,407+129.1% |
| Admin fee / account holder | $21 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |