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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 | $380,738 | $176,786+115.4% | $146,643+159.6% | $167,536+127.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.10% | 24.04%+0.1pp | 22.75%+1.4pp | 478.82%-454.7pp |
| Employer contribution / active EE | $4,000 | $5,161-22.5% | $4,137-3.3% | $4,839-17.3% |
| Participant deferral / active EE | $16,000 | $6,440+148.4% | $5,506+190.6% | $6,342+152.3% |
| Admin fee / account holder | $14 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |