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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 | $469,336 | $77,638+504.5% | $156,551+199.8% | $62,881+646.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.69% | 50.33%-39.6pp | 32.23%-21.5pp | 20.14%-9.5pp |
| Employer contribution / active EE | $12,943 | $3,444+275.8% | $5,501+135.3% | $2,281+467.5% |
| Participant deferral / active EE | $9,477 | $3,046+211.2% | $4,871+94.6% | $3,203+195.9% |
| Admin fee / account holder | $22 | $5,561-99.6% | $13,028-99.8% | $4,296-99.5% |