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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 | $263,564 | $51,638+410.4% | $129,406+103.7% | $80,959+225.6% |
| Participation rate | 93.3% | 56.9%+36.4pp | 69.6%+23.7pp | 67.7%+25.7pp |
| Annual return | 18.86% | 20.78%-1.9pp | 9468.18%-9449.3pp | 35.67%-16.8pp |
| Employer contribution / active EE | $5,438 | $1,584+243.4% | $4,155+30.9% | $2,757+97.2% |
| Participant deferral / active EE | $5,614 | $2,670+110.3% | $4,167+34.7% | $4,300+30.6% |
| Admin fee / account holder | $50 | $4,313-98.8% | $7,689-99.3% | $6,925-99.3% |