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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 | $375,141 | $106,247+253.1% | $96,515+288.7% | $139,466+169.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.91% | 38.47%-15.6pp | 35.73%-12.8pp | 373.66%-350.8pp |
| Employer contribution / active EE | $1,708 | $4,106-58.4% | $3,740-54.3% | $4,754-64.1% |
| Participant deferral / active EE | $5,506 | $5,456+0.9% | $4,880+12.8% | $6,712-18.0% |
| Admin fee / account holder | $211 | $7,885-97.3% | $6,735-96.9% | $11,409-98.2% |