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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 | $613,414 | $147,556+315.7% | $129,031+375.4% | $198,609+208.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 14.33% | 37.41%-23.1pp | 34.67%-20.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $12,295 | $3,645+237.3% | $3,226+281.1% | $5,055+143.2% |
| Participant deferral / active EE | $10,000 | $5,760+73.6% | $5,217+91.7% | $6,977+43.3% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |