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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 | $97,125+323.7% | $86,233+377.2% | $137,256+199.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.02% | 74.19%-54.2pp | 61.39%-41.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $7,041 | $2,841+147.8% | $2,504+181.1% | $4,156+69.4% |
| Participant deferral / active EE | $17,891 | $5,180+245.4% | $4,559+292.4% | $6,407+179.2% |
| Admin fee / account holder | $177 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |