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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 | $308,984 | $121,656+154.0% | $104,614+195.4% | $158,950+94.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 21.54% | 465.51%-444.0pp | 340.56%-319.0pp | 302.91%-281.4pp |
| Employer contribution / active EE | $1,614 | $3,164-49.0% | $2,681-39.8% | $4,762-66.1% |
| Participant deferral / active EE | $2,589 | $4,177-38.0% | $3,739-30.8% | $5,983-56.7% |
| Admin fee / account holder | $6 | $7,775-99.9% | $6,464-99.9% | $11,248-100.0% |