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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 | $523,382 | $117,895+343.9% | $102,460+410.8% | $145,897+258.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.34% | 31.92%-11.6pp | 29.47%-9.1pp | 552.29%-532.0pp |
| Employer contribution / active EE | $43,299 | $3,619+1096.5% | $3,025+1331.3% | $4,663+828.6% |
| Participant deferral / active EE | $30,492 | $5,736+431.6% | $5,056+503.1% | $6,689+355.8% |
| Admin fee / account holder | $60 | $13,353-99.6% | $9,460-99.4% | $13,390-99.6% |