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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 | $392,400 | $107,368+265.5% | $92,915+322.3% | $152,909+156.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.01% | 145.64%-122.6pp | 109.45%-86.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $11,816 | $4,222+179.8% | $3,653+223.4% | $4,764+148.0% |
| Participant deferral / active EE | $5,874 | $4,848+21.2% | $4,238+38.6% | $5,851+0.4% |
| Admin fee / account holder | $50 | $7,082-99.3% | $5,796-99.1% | $11,601-99.6% |