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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 | $416,825 | $111,535+273.7% | $105,223+296.1% | $137,256+203.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.94% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $8,074 | $3,939+105.0% | $3,689+118.9% | $4,156+94.3% |
| Participant deferral / active EE | $5,726 | $5,500+4.1% | $5,072+12.9% | $6,407-10.6% |
| Admin fee / account holder | $164 | $9,721-98.3% | $8,859-98.1% | $12,270-98.7% |