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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 | $325,157 | $91,198+256.5% | $178,503+82.2% | $79,856+307.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.30% | 24.20%-5.9pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $10,052 | $3,257+208.7% | $5,011+100.6% | $2,471+306.8% |
| Participant deferral / active EE | $7,052 | $3,237+117.9% | $5,202+35.5% | $3,741+88.5% |
| Admin fee / account holder | $5 | $6,748-99.9% | $13,987-100.0% | $5,306-99.9% |