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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 | $588,300 | $165,399+255.7% | $149,745+292.9% | $158,982+270.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.61% | 348.34%-337.7pp | 276.72%-266.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $3,880 | $5,105-24.0% | $4,646-16.5% | $4,763-18.5% |
| Participant deferral / active EE | $10,433 | $7,183+45.3% | $6,843+52.5% | $5,983+74.4% |
| Admin fee / account holder | $147 | $10,811-98.6% | $9,312-98.4% | $11,252-98.7% |