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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 | $350,972 | $183,592+91.2% | $155,567+125.6% | $145,959+140.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.86% | 61.24%-38.4pp | 64.74%-41.9pp | 561.95%-539.1pp |
| Employer contribution / active EE | $1,843 | $5,315-65.3% | $4,674-60.6% | $4,661-60.5% |
| Participant deferral / active EE | $5,703 | $6,464-11.8% | $5,628+1.3% | $6,689-14.7% |
| Admin fee / account holder | $32 | $19,318-99.8% | $15,916-99.8% | $13,398-99.8% |