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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 | $418,198 | $129,737+222.3% | $119,126+251.1% | $154,746+170.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.49% | 379.08%-363.6pp | 282.11%-266.6pp | 172.34%-156.8pp |
| Employer contribution / active EE | $19,024 | $4,375+334.8% | $4,034+371.6% | $4,379+334.4% |
| Participant deferral / active EE | $5,786 | $5,842-1.0% | $5,318+8.8% | $6,730-14.0% |
| Admin fee / account holder | $25 | $11,961-99.8% | $10,693-99.8% | $14,365-99.8% |