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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 | $399,536 | $175,259+128.0% | $149,723+166.8% | $139,487+186.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.10% | 166.82%-151.7pp | 134.50%-119.4pp | 373.84%-358.7pp |
| Employer contribution / active EE | $3,608 | $5,478-34.1% | $4,821-25.2% | $4,755-24.1% |
| Participant deferral / active EE | $4,415 | $6,522-32.3% | $5,682-22.3% | $6,713-34.2% |
| Admin fee / account holder | $83 | $16,158-99.5% | $13,215-99.4% | $11,407-99.3% |