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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 | $51,604+410.7% | $129,295+103.8% | $80,874+225.9% |
| Participation rate | 93.3% | 57.0%+36.4pp | 69.6%+23.7pp | 67.6%+25.7pp |
| Annual return | 18.86% | 20.76%-1.9pp | 9429.28%-9410.4pp | 35.62%-16.8pp |
| Employer contribution / active EE | $5,438 | $1,585+243.2% | $4,157+30.8% | $2,756+97.3% |
| Participant deferral / active EE | $5,614 | $2,670+110.3% | $4,169+34.7% | $4,297+30.7% |
| Admin fee / account holder | $50 | $4,310-98.8% | $7,665-99.3% | $6,935-99.3% |