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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 | $339,795 | $97,125+249.9% | $86,233+294.0% | $137,256+147.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.63% | 74.19%-62.6pp | 61.39%-49.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $4,930 | $2,841+73.5% | $2,504+96.9% | $4,156+18.6% |
| Participant deferral / active EE | $21,000 | $5,180+305.4% | $4,559+360.6% | $6,407+227.8% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |