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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 | $413,510 | $63,346+552.8% | $92,240+348.3% | $70,126+489.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.39% | 530.19%-513.8pp | 176.29%-159.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $13,567 | $2,471+449.0% | $3,680+268.7% | $2,343+479.2% |
| Participant deferral / active EE | $9,876 | $2,854+246.1% | $3,897+153.4% | $3,332+196.4% |
| Admin fee / account holder | $271 | $3,841-92.9% | $5,194-94.8% | $4,645-94.2% |