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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 | $351,603 | $162,785+116.0% | $133,959+162.5% | $158,950+121.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.33% | 41.94%-30.6pp | 45.09%-33.8pp | 302.91%-291.6pp |
| Employer contribution / active EE | $10,840 | $4,975+117.9% | $3,919+176.6% | $4,762+127.6% |
| Participant deferral / active EE | $7,621 | $5,910+28.9% | $5,047+51.0% | $5,983+27.4% |
| Admin fee / account holder | $16 | $11,738-99.9% | $8,928-99.8% | $11,248-99.9% |