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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 | $619,310 | $109,908+463.5% | $97,161+537.4% | $145,978+324.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.27% | 243.80%-235.5pp | 75.36%-67.1pp | 550.52%-542.2pp |
| Employer contribution / active EE | $21,294 | $3,077+592.0% | $2,723+681.9% | $4,662+356.8% |
| Participant deferral / active EE | $2,457 | $4,679-47.5% | $4,265-42.4% | $6,690-63.3% |
| Admin fee / account holder | $158 | $6,213-97.5% | $5,647-97.2% | $13,400-98.8% |