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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 | $377,190 | $115,814+225.7% | $101,275+272.4% | $158,982+137.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.68% | 56.16%-45.5pp | 46.48%-35.8pp | 302.99%-292.3pp |
| Employer contribution / active EE | $11,481 | $4,176+174.9% | $3,660+213.7% | $4,763+141.0% |
| Participant deferral / active EE | $11,863 | $4,958+139.3% | $4,371+171.4% | $5,983+98.3% |
| Admin fee / account holder | $47 | $7,249-99.4% | $5,948-99.2% | $11,252-99.6% |