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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 | $258,584 | $98,776+161.8% | $149,745+72.7% | $79,856+223.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.01% | 27.38%-10.4pp | 276.72%-259.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $9,683 | $3,217+201.0% | $4,646+108.4% | $2,471+291.8% |
| Participant deferral / active EE | $8,777 | $5,681+54.5% | $6,843+28.3% | $3,741+134.7% |
| Admin fee / account holder | $131 | $6,053-97.8% | $9,312-98.6% | $5,306-97.5% |