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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 | $430,052 | $110,410+289.5% | $102,437+319.8% | $145,897+194.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.95% | 24.85%-8.9pp | 24.95%-9.0pp | 552.29%-536.3pp |
| Employer contribution / active EE | $6,848 | $4,217+62.4% | $3,871+76.9% | $4,663+46.9% |
| Participant deferral / active EE | $11,527 | $5,622+105.1% | $5,060+127.8% | $6,689+72.3% |
| Admin fee / account holder | $115 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |