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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 | $380,911 | $118,875+220.4% | $96,572+294.4% | $167,553+127.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.58% | 50.50%-35.9pp | 37.79%-23.2pp | 478.89%-464.3pp |
| Employer contribution / active EE | $4,066 | $3,121+30.3% | $2,357+72.5% | $4,840-16.0% |
| Participant deferral / active EE | $3,465 | $4,617-25.0% | $3,850-10.0% | $6,343-45.4% |
| Admin fee / account holder | $83 | $8,070-99.0% | $6,183-98.7% | $12,316-99.3% |