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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 | $1,235,560 | $126,519+876.6% | $106,201+1063.4% | $145,959+746.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.68% | 225.10%-205.4pp | 116.26%-96.6pp | 561.95%-542.3pp |
| Employer contribution / active EE | $5,424 | $3,726+45.6% | $3,170+71.1% | $4,661+16.4% |
| Participant deferral / active EE | $20,325 | $5,716+255.6% | $5,012+305.5% | $6,689+203.9% |
| Admin fee / account holder | $68 | $17,312-99.6% | $11,039-99.4% | $13,398-99.5% |