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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 | $369,715 | $149,040+148.1% | $120,225+207.5% | $137,256+169.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.63% | 605.68%-589.0pp | 439.23%-422.6pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,834 | $4,350-57.8% | $3,475-47.2% | $4,156-55.9% |
| Participant deferral / active EE | $1,834 | $4,655-60.6% | $3,999-54.1% | $6,407-71.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |