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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 | $110,240+210.4% | $96,544+254.4% | $139,487+145.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.13% | 26.41%-7.3pp | 25.88%-6.8pp | 373.84%-354.7pp |
| Employer contribution / active EE | $24,835 | $3,622+585.6% | $2,966+737.2% | $4,755+422.3% |
| Participant deferral / active EE | $12,000 | $5,549+116.3% | $4,851+147.4% | $6,713+78.8% |
| Admin fee / account holder | $8 | $11,602-99.9% | $8,254-99.9% | $11,407-99.9% |