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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 | $669,760 | $157,296+325.8% | $141,191+374.4% | $152,897+338.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.88% | 64.34%-42.5pp | 71.41%-49.5pp | 345.43%-323.6pp |
| Employer contribution / active EE | $1,772 | $5,262-66.3% | $4,736-62.6% | $4,764-62.8% |
| Participant deferral / active EE | $10,720 | $7,111+50.8% | $6,710+59.8% | $5,851+83.2% |
| Admin fee / account holder | $48 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |