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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 | $441,926 | $147,556+199.5% | $129,031+242.5% | $198,609+122.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 20.96% | 37.41%-16.4pp | 34.67%-13.7pp | 202.70%-181.7pp |
| Employer contribution / active EE | $16,212 | $3,645+344.8% | $3,226+402.5% | $5,055+220.7% |
| Participant deferral / active EE | $14,227 | $5,760+147.0% | $5,217+172.7% | $6,977+103.9% |
| Admin fee / account holder | $198 | $15,467-98.7% | $13,208-98.5% | $19,030-99.0% |