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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 | $493,839 | $72,071+585.2% | $68,368+622.3% | $137,256+259.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.19% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,680 | $2,788+103.7% | $2,649+114.4% | $4,156+36.7% |
| Participant deferral / active EE | $30,350 | $4,410+588.2% | $4,123+636.2% | $6,407+373.7% |
| Admin fee / account holder | $120 | $5,336-97.8% | $5,150-97.7% | $12,270-99.0% |