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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 | $468,449 | $157,276+197.9% | $141,177+231.8% | $152,885+206.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.25% | 64.33%-39.1pp | 71.40%-46.2pp | 345.39%-320.1pp |
| Employer contribution / active EE | $4,750 | $5,262-9.7% | $4,736+0.3% | $4,763-0.3% |
| Participant deferral / active EE | $15,253 | $7,110+114.5% | $6,710+127.3% | $5,851+160.7% |
| Admin fee / account holder | $62 | $12,123-99.5% | $10,263-99.4% | $11,598-99.5% |