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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 | $557,192 | $118,877+368.7% | $96,570+477.0% | $167,536+232.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.36% | 50.50%-34.1pp | 37.79%-21.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,359 | $3,121-56.5% | $2,357-42.4% | $4,839-71.9% |
| Participant deferral / active EE | $7,425 | $4,617+60.8% | $3,849+92.9% | $6,342+17.1% |
| Admin fee / account holder | $228 | $8,069-97.2% | $6,182-96.3% | $12,315-98.1% |