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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 | $516,676 | $105,960+387.6% | $81,726+532.2% | $158,982+225.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 16.76% | 38.19%-21.4pp | 29.49%-12.7pp | 302.99%-286.2pp |
| Employer contribution / active EE | $16,389 | $7,805+110.0% | $4,311+280.2% | $4,763+244.1% |
| Participant deferral / active EE | $9,693 | $13,011-25.5% | $7,108+36.4% | $5,983+62.0% |
| Admin fee / account holder | $20 | $8,494-99.8% | $5,160-99.6% | $11,252-99.8% |