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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 | $414,043 | $100,203+313.2% | $85,240+385.7% | $145,897+183.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.99% | 84.28%-73.3pp | 66.75%-55.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,662 | $3,242+13.0% | $2,735+33.9% | $4,663-21.5% |
| Participant deferral / active EE | $13,500 | $5,299+154.8% | $4,527+198.2% | $6,689+101.8% |
| Admin fee / account holder | $115 | $7,265-98.4% | $6,165-98.1% | $13,390-99.1% |