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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 | $259,767 | $111,535+132.9% | $105,223+146.9% | $137,256+89.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.29% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $6,362 | $3,939+61.5% | $3,689+72.5% | $4,156+53.1% |
| Participant deferral / active EE | $6,337 | $5,500+15.2% | $5,072+24.9% | $6,407-1.1% |
| Admin fee / account holder | $263 | $9,721-97.3% | $8,859-97.0% | $12,270-97.9% |