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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 | $558,059 | $67,823+722.8% | $52,425+964.5% | $137,256+306.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.38% | 219.11%-200.7pp | 302.12%-283.7pp | 220.34%-202.0pp |
| Employer contribution / active EE | $18,127 | $1,163+1458.7% | $914+1882.8% | $4,156+336.2% |
| Participant deferral / active EE | $25,834 | $2,288+1029.1% | $1,790+1342.9% | $6,407+303.2% |
| Admin fee / account holder | $171 | $2,844-94.0% | $2,495-93.1% | $12,270-98.6% |