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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 | $338,044 | $116,190+190.9% | $93,614+261.1% | $152,885+121.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 29.39% | 35.96%-6.6pp | 32.76%-3.4pp | 345.39%-316.0pp |
| Employer contribution / active EE | $4,169 | $3,219+29.5% | $2,718+53.4% | $4,763-12.5% |
| Participant deferral / active EE | $4,915 | $4,604+6.8% | $4,069+20.8% | $5,851-16.0% |
| Admin fee / account holder | $37 | $10,749-99.7% | $7,889-99.5% | $11,598-99.7% |