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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 | $345,101 | $103,000+235.0% | $90,300+282.2% | $152,885+125.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.30% | 95.19%-76.9pp | 78.11%-59.8pp | 345.39%-327.1pp |
| Employer contribution / active EE | $1,032 | $3,138-67.1% | $2,854-63.9% | $4,763-78.3% |
| Participant deferral / active EE | $1,120 | $4,281-73.8% | $3,884-71.2% | $5,851-80.9% |
| Admin fee / account holder | $50 | $6,173-99.2% | $5,353-99.1% | $11,598-99.6% |