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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 | $376,046 | $76,407+392.2% | $150,298+150.2% | $82,448+356.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.12% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,473 | $2,614-5.4% | $4,154-40.5% | $2,551-3.1% |
| Participant deferral / active EE | $11,010 | $3,214+242.5% | $5,453+101.9% | $4,139+166.0% |
| Admin fee / account holder | $146 | $6,352-97.7% | $14,116-99.0% | $7,234-98.0% |