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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 | $349,377 | $114,119+206.2% | $107,187+226.0% | $138,895+151.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.07% | 273.21%-257.1pp | 204.55%-188.5pp | 145.39%-129.3pp |
| Employer contribution / active EE | $31,943 | $4,059+687.0% | $3,782+744.5% | $4,194+661.6% |
| Participant deferral / active EE | $7,750 | $5,538+39.9% | $5,096+52.1% | $6,396+21.2% |
| Admin fee / account holder | $94 | $10,024-99.1% | $9,162-99.0% | $12,562-99.3% |