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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 | $338,436 | $183,627+84.3% | $155,602+117.5% | $145,978+131.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.21% | 61.32%-33.1pp | 64.81%-36.6pp | 550.52%-522.3pp |
| Employer contribution / active EE | $1,260 | $5,316-76.3% | $4,675-73.1% | $4,662-73.0% |
| Participant deferral / active EE | $8,925 | $6,466+38.0% | $5,629+58.6% | $6,690+33.4% |
| Admin fee / account holder | -$10,072 | $19,327-152.1% | $15,923-163.3% | $13,400-175.2% |