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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 | $382,139 | $176,794+116.1% | $146,647+160.6% | $167,553+128.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.39% | 24.04%-11.7pp | 22.75%-10.4pp | 478.89%-466.5pp |
| Employer contribution / active EE | $7,759 | $5,161+50.3% | $4,137+87.5% | $4,840+60.3% |
| Participant deferral / active EE | $11,150 | $6,440+73.1% | $5,506+102.5% | $6,343+75.8% |
| Admin fee / account holder | $147 | $13,262-98.9% | $10,281-98.6% | $12,316-98.8% |