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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 | $473,000 | $97,125+387.0% | $86,233+448.5% | $137,256+244.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.67% | 74.19%-61.5pp | 61.39%-48.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,307 | $2,841-18.8% | $2,504-7.9% | $4,156-44.5% |
| Participant deferral / active EE | $23,897 | $5,180+361.4% | $4,559+424.2% | $6,407+273.0% |
| Admin fee / account holder | $167 | $9,725-98.3% | $8,342-98.0% | $12,270-98.6% |