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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 | $406,436 | $97,750+315.8% | $103,464+292.8% | $145,959+178.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.21% | 25.43%-12.2pp | 23.91%-10.7pp | 561.95%-548.7pp |
| Employer contribution / active EE | $5,287 | $4,685+12.8% | $4,677+13.0% | $4,661+13.4% |
| Participant deferral / active EE | $11,612 | $6,603+75.9% | $6,624+75.3% | $6,689+73.6% |
| Admin fee / account holder | $25 | $12,515-99.8% | $9,410-99.7% | $13,398-99.8% |