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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 | $404,954 | $100,060+304.7% | $149,721+170.5% | $70,126+477.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 29.33% | 27.46%+1.9pp | 1501.67%-1472.3pp | 73.15%-43.8pp |
| Employer contribution / active EE | $21,145 | $3,661+477.6% | $5,444+288.4% | $2,343+802.7% |
| Participant deferral / active EE | $7,186 | $4,982+44.2% | $6,568+9.4% | $3,332+115.7% |
| Admin fee / account holder | $75 | $8,285-99.1% | $11,282-99.3% | $4,645-98.4% |