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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 | $485,835 | $105,200+361.8% | $159,474+204.6% | $85,847+465.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.90% | 45.08%-24.2pp | 263.68%-242.8pp | 318.61%-297.7pp |
| Employer contribution / active EE | $3,182 | $3,319-4.1% | $4,831-34.1% | $2,565+24.0% |
| Participant deferral / active EE | $7,296 | $5,946+22.7% | $7,353-0.8% | $3,952+84.6% |
| Admin fee / account holder | $95 | $6,934-98.6% | $10,802-99.1% | $6,261-98.5% |