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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 | $311,433 | $100,262+210.6% | $81,370+282.7% | $145,897+113.5% |
| Participation rate | 81.0% | 74.3%+6.7pp | 69.5%+11.4pp | 80.3%+0.6pp |
| Annual return | 15.90% | 34.52%-18.6pp | 24.85%-8.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,858 | $2,979-37.6% | $2,464-24.6% | $4,663-60.1% |
| Participant deferral / active EE | $4,478 | $4,612-2.9% | $3,885+15.3% | $6,689-33.1% |
| Admin fee / account holder | $44 | $8,163-99.5% | $5,749-99.2% | $13,390-99.7% |