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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 | $335,647 | $70,366+377.0% | $66,674+403.4% | $138,895+141.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.69% | 386.41%-368.7pp | 321.24%-303.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,065 | $2,765-61.5% | $2,620-59.4% | $4,194-74.6% |
| Participant deferral / active EE | $18,181 | $4,374+315.6% | $4,084+345.2% | $6,396+184.2% |
| Admin fee / account holder | $75 | $5,262-98.6% | $5,098-98.5% | $12,562-99.4% |