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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 | $841,560 | $142,426+490.9% | $115,167+630.7% | $152,909+450.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 31.72% | 41.48%-9.8pp | 35.60%-3.9pp | 345.46%-313.7pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,566 | $5,165-11.6% | $4,169+9.5% | $5,851-22.0% |
| Admin fee / account holder | $204 | $8,464-97.6% | $7,089-97.1% | $11,601-98.2% |