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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 | $350,493 | $103,008+240.3% | $90,304+288.1% | $152,897+129.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.94% | 95.22%-74.3pp | 78.13%-57.2pp | 345.43%-324.5pp |
| Employer contribution / active EE | $2,893 | $3,139-7.9% | $2,855+1.3% | $4,764-39.3% |
| Participant deferral / active EE | $3,593 | $4,281-16.1% | $3,885-7.5% | $5,851-38.6% |
| Admin fee / account holder | $60 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |