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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 | $406,784 | $201,344+102.0% | $184,243+120.8% | $145,877+178.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 29.01%-13.0pp | 28.82%-12.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $5,989 | $7,022-14.7% | $6,427-6.8% | $4,663+28.4% |
| Participant deferral / active EE | $21,932 | $9,807+123.6% | $9,132+140.2% | $6,691+227.8% |
| Admin fee / account holder | $245 | $16,382-98.5% | $13,914-98.2% | $13,402-98.2% |