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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 | $100,073+313.7% | $85,126+386.4% | $145,877+183.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.99% | 84.11%-73.1pp | 66.63%-55.6pp | 551.28%-540.3pp |
| Employer contribution / active EE | $3,662 | $3,236+13.2% | $2,731+34.1% | $4,663-21.5% |
| Participant deferral / active EE | $13,500 | $5,294+155.0% | $4,523+198.5% | $6,691+101.8% |
| Admin fee / account holder | $115 | $7,261-98.4% | $6,160-98.1% | $13,402-99.1% |