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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 | $350,374 | $174,379+100.9% | $152,093+130.4% | $138,895+152.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.98% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,790 | $4,652-61.5% | $4,175-57.1% | $4,194-57.3% |
| Participant deferral / active EE | $3,160 | $6,159-48.7% | $5,451-42.0% | $6,396-50.6% |
| Admin fee / account holder | $97 | $16,880-99.4% | $14,497-99.3% | $12,562-99.2% |