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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 | $366,790 | $111,301+229.5% | $112,977+224.7% | $158,982+130.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 13.98% | 26.40%-12.4pp | 24.24%-10.3pp | 302.99%-289.0pp |
| Employer contribution / active EE | $14,292 | $4,471+219.6% | $4,255+235.9% | $4,763+200.1% |
| Participant deferral / active EE | $12,739 | $5,880+116.7% | $5,836+118.3% | $5,983+112.9% |
| Admin fee / account holder | $4 | $8,392-100.0% | $6,294-99.9% | $11,252-100.0% |