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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 | $412,763 | $183,627+124.8% | $155,602+165.3% | $145,978+182.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.38% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $3,820 | $5,316-28.1% | $4,675-18.3% | $4,662-18.1% |
| Participant deferral / active EE | $16,507 | $6,466+155.3% | $5,629+193.3% | $6,690+146.8% |
| Admin fee / account holder | $159 | $19,327-99.2% | $15,923-99.0% | $13,400-98.8% |