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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 | $51,631+410.5% | $129,397+103.7% | $80,925+225.7% |
| Participation rate | 93.3% | 56.9%+36.4pp | 69.6%+23.7pp | 67.7%+25.7pp |
| Annual return | 18.86% | 20.77%-1.9pp | 9453.98%-9435.1pp | 35.65%-16.8pp |
| Employer contribution / active EE | $5,438 | $1,583+243.5% | $4,154+30.9% | $2,756+97.3% |
| Participant deferral / active EE | $5,614 | $2,670+110.3% | $4,167+34.7% | $4,299+30.6% |
| Admin fee / account holder | $50 | $4,309-98.8% | $7,679-99.3% | $6,940-99.3% |