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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 | $379,197 | $165,939+128.5% | $122,354+209.9% | $147,586+156.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.93% | 34.56%-17.6pp | 30.28%-13.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $9,590 | $5,754+66.7% | $4,051+136.7% | $4,876+96.7% |
| Participant deferral / active EE | $16,332 | $4,005+307.8% | $3,287+396.8% | $5,439+200.3% |
| Admin fee / account holder | $30 | $7,425-99.6% | $5,479-99.5% | $10,886-99.7% |