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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 | $316,759 | $110,240+187.3% | $96,544+228.1% | $139,487+127.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.81% | 26.41%-16.6pp | 25.88%-16.1pp | 373.84%-364.0pp |
| Employer contribution / active EE | $2,164 | $3,622-40.3% | $2,966-27.1% | $4,755-54.5% |
| Participant deferral / active EE | $3,415 | $5,549-38.5% | $4,851-29.6% | $6,713-49.1% |
| Admin fee / account holder | $12 | $11,602-99.9% | $8,254-99.9% | $11,407-99.9% |