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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 | $411,505 | $108,882+277.9% | $96,754+325.3% | $154,746+165.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.02% | 98.39%-78.4pp | 82.04%-62.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $7,041 | $3,018+133.3% | $2,679+162.8% | $4,379+60.8% |
| Participant deferral / active EE | $17,891 | $5,323+236.1% | $4,758+276.0% | $6,730+165.8% |
| Admin fee / account holder | $177 | $10,200-98.3% | $8,905-98.0% | $14,365-98.8% |