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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 | $283,206 | $98,766+186.7% | $149,730+89.1% | $79,852+254.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.82% | 27.43%-8.6pp | 276.70%-257.9pp | 31.72%-12.9pp |
| Employer contribution / active EE | $3,504 | $3,217+8.9% | $4,645-24.6% | $2,471+41.8% |
| Participant deferral / active EE | $8,765 | $5,681+54.3% | $6,843+28.1% | $3,740+134.3% |
| Admin fee / account holder | $39 | $6,052-99.4% | $9,310-99.6% | $5,306-99.3% |