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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 | $347,716 | $117,895+194.9% | $102,460+239.4% | $145,897+138.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 41.96% | 31.92%+10.0pp | 29.47%+12.5pp | 552.29%-510.3pp |
| Employer contribution / active EE | $12,938 | $3,619+257.5% | $3,025+327.7% | $4,663+177.5% |
| Participant deferral / active EE | $25,875 | $5,736+351.1% | $5,056+411.8% | $6,689+286.8% |
| Admin fee / account holder | $21 | $13,353-99.8% | $9,460-99.8% | $13,390-99.8% |