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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 | $272,641 | $110,212+147.4% | $96,534+182.4% | $139,466+95.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.67% | 26.42%-13.7pp | 25.88%-13.2pp | 373.66%-361.0pp |
| Employer contribution / active EE | $4,306 | $3,620+19.0% | $2,965+45.2% | $4,754-9.4% |
| Participant deferral / active EE | $11,570 | $5,547+108.6% | $4,851+138.5% | $6,712+72.4% |
| Admin fee / account holder | $187 | $11,599-98.4% | $8,253-97.7% | $11,409-98.4% |