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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 | $448,123 | $129,737+245.4% | $119,126+276.2% | $154,746+189.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.61% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $9,908 | $4,375+126.5% | $4,034+145.6% | $4,379+126.3% |
| Participant deferral / active EE | $8,903 | $5,842+52.4% | $5,318+67.4% | $6,730+32.3% |
| Admin fee / account holder | $216 | $11,961-98.2% | $10,693-98.0% | $14,365-98.5% |