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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 | $342,138 | $110,286+210.2% | $96,569+254.3% | $139,427+145.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.13% | 26.39%-7.3pp | 25.87%-6.7pp | 373.27%-354.1pp |
| Employer contribution / active EE | $24,835 | $3,619+586.3% | $2,965+737.6% | $4,752+422.7% |
| Participant deferral / active EE | $12,000 | $5,546+116.4% | $4,851+147.4% | $6,711+78.8% |
| Admin fee / account holder | $8 | $11,592-99.9% | $8,251-99.9% | $11,404-99.9% |