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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 | $294,894 | $107,368+174.7% | $92,915+217.4% | $152,909+92.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.20% | 145.64%-122.4pp | 109.45%-86.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $1,833 | $4,222-56.6% | $3,653-49.8% | $4,764-61.5% |
| Participant deferral / active EE | $6,195 | $4,848+27.8% | $4,238+46.2% | $5,851+5.9% |
| Admin fee / account holder | $124 | $7,082-98.3% | $5,796-97.9% | $11,601-98.9% |