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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 | $97,125+355.0% | $86,233+412.5% | $137,256+222.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.96% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $16,212 | $2,841+470.6% | $2,504+547.4% | $4,156+290.1% |
| Participant deferral / active EE | $14,227 | $5,180+174.7% | $4,559+212.1% | $6,407+122.1% |
| Admin fee / account holder | $198 | $9,725-98.0% | $8,342-97.6% | $12,270-98.4% |