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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 | $323,689 | $172,111+88.1% | $150,298+115.4% | $137,256+135.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.55% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $10,694 | $4,636+130.7% | $4,154+157.4% | $4,156+157.3% |
| Participant deferral / active EE | $5,814 | $6,166-5.7% | $5,453+6.6% | $6,407-9.3% |
| Admin fee / account holder | $10 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |