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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 | $307,463 | $135,956+126.1% | $123,894+148.2% | $273,972+12.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.34% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $12,890 | $5,170+149.3% | $4,617+179.2% | $4,869+164.7% |
| Participant deferral / active EE | $9,213 | $6,343+45.3% | $5,984+54.0% | $5,287+74.3% |
| Admin fee / account holder | $44 | $9,817-99.5% | $8,357-99.5% | $10,133-99.6% |