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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 | $328,924 | $100,004+228.9% | $81,438+303.9% | $145,959+125.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.02% | 34.34%-22.3pp | 24.74%-12.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,768 | $2,970-40.5% | $2,460-28.1% | $4,661-62.1% |
| Participant deferral / active EE | $11,238 | $4,603+144.1% | $3,883+189.4% | $6,689+68.0% |
| Admin fee / account holder | $8 | $8,202-99.9% | $5,764-99.9% | $13,398-99.9% |