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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 | $363,606 | $106,247+242.2% | $96,515+276.7% | $139,466+160.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.30% | 38.47%-16.2pp | 35.73%-13.4pp | 373.66%-351.4pp |
| Employer contribution / active EE | $10,957 | $4,106+166.9% | $3,740+193.0% | $4,754+130.5% |
| Participant deferral / active EE | $10,783 | $5,456+97.6% | $4,880+121.0% | $6,712+60.7% |
| Admin fee / account holder | $145 | $7,885-98.2% | $6,735-97.9% | $11,409-98.7% |