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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 | $1,033,392 | $152,619+577.1% | $125,195+725.4% | $152,909+575.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.66% | 54.85%-31.2pp | 43.79%-20.1pp | 345.46%-321.8pp |
| Employer contribution / active EE | $5,434 | $4,947+9.8% | $3,866+40.5% | $4,764+14.1% |
| Participant deferral / active EE | $16,400 | $5,869+179.5% | $4,937+232.2% | $5,851+180.3% |
| Admin fee / account holder | $286 | $13,437-97.9% | $9,704-97.1% | $11,601-97.5% |