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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 | $338,688 | $124,980+171.0% | $108,359+212.6% | $154,746+118.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.36% | 45.00%-27.6pp | 36.89%-19.5pp | 172.34%-155.0pp |
| Employer contribution / active EE | $11,712 | $2,851+310.9% | $2,399+388.1% | $4,379+167.5% |
| Participant deferral / active EE | $6,241 | $4,743+31.6% | $4,137+50.9% | $6,730-7.3% |
| Admin fee / account holder | $179 | $11,502-98.4% | $9,741-98.2% | $14,365-98.8% |