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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 | $363,319 | $114,013+218.7% | $103,693+250.4% | $155,188+134.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.01% | 49.31%-30.3pp | 47.61%-28.6pp | 148.84%-129.8pp |
| Employer contribution / active EE | $45,500 | $3,131+1353.1% | $2,920+1458.1% | $4,248+971.1% |
| Participant deferral / active EE | $23,500 | $4,970+372.9% | $4,579+413.2% | $6,531+259.8% |
| Admin fee / account holder | $120 | $8,407-98.6% | $7,858-98.5% | $14,480-99.2% |