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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 | $117,829+344.2% | $102,423+411.0% | $145,877+258.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.34% | 31.83%-11.5pp | 29.42%-9.1pp | 551.28%-530.9pp |
| Employer contribution / active EE | $43,299 | $3,615+1097.9% | $3,023+1332.3% | $4,663+828.6% |
| Participant deferral / active EE | $30,492 | $5,732+431.9% | $5,054+503.3% | $6,691+355.7% |
| Admin fee / account holder | $60 | $13,335-99.6% | $9,455-99.4% | $13,402-99.6% |