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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 | $99,053+243.0% | $88,179+285.3% | $138,895+144.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 11.63% | 78.17%-66.5pp | 64.97%-53.3pp | 145.39%-133.8pp |
| Employer contribution / active EE | $4,930 | $2,882+71.1% | $2,549+93.4% | $4,194+17.5% |
| Participant deferral / active EE | $21,000 | $5,225+301.9% | $4,614+355.2% | $6,396+228.3% |
| Admin fee / account holder | $20 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |