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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 | $394,770 | $160,028+146.7% | $147,080+168.4% | $145,884+170.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.69% | 98.60%-78.9pp | 420.17%-400.5pp | 551.85%-532.2pp |
| Employer contribution / active EE | $1,386 | $5,286-73.8% | $4,933-71.9% | $4,662-70.3% |
| Participant deferral / active EE | $17,500 | $8,422+107.8% | $8,066+117.0% | $6,690+161.6% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |