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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 | $343,504 | $75,962+352.2% | $154,108+122.9% | $64,173+435.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 4.42% | 30.32%-25.9pp | 735.21%-730.8pp | 7.63%-3.2pp |
| Employer contribution / active EE | $10,133 | $3,350+202.5% | $5,298+91.3% | $2,381+325.6% |
| Participant deferral / active EE | $18,326 | $3,175+477.2% | $5,081+260.7% | $3,470+428.2% |
| Admin fee / account holder | $197 | $5,589-96.5% | $13,411-98.5% | $4,887-96.0% |