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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 | $311,538 | $111,535+179.3% | $105,223+196.1% | $137,256+127.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.75% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,853 | $3,939-27.6% | $3,689-22.7% | $4,156-31.4% |
| Participant deferral / active EE | $14,889 | $5,500+170.7% | $5,072+193.6% | $6,407+132.4% |
| Admin fee / account holder | $25 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |