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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 | $495,424 | $201,344+146.1% | $184,243+168.9% | $145,877+239.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 66.18% | 29.01%+37.2pp | 28.82%+37.4pp | 551.28%-485.1pp |
| Employer contribution / active EE | $4,222 | $7,022-39.9% | $6,427-34.3% | $4,663-9.5% |
| Participant deferral / active EE | $12,112 | $9,807+23.5% | $9,132+32.6% | $6,691+81.0% |
| Admin fee / account holder | $18 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |