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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 | $476,660 | $165,381+188.2% | $149,730+218.3% | $158,966+199.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.71% | 348.29%-322.6pp | 276.70%-251.0pp | 302.95%-277.2pp |
| Employer contribution / active EE | $2,450 | $5,104-52.0% | $4,645-47.3% | $4,762-48.6% |
| Participant deferral / active EE | $8,425 | $7,182+17.3% | $6,843+23.1% | $5,983+40.8% |
| Admin fee / account holder | $236 | $10,809-97.8% | $9,310-97.5% | $11,250-97.9% |