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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 | $397,576 | $176,786+124.9% | $146,643+171.1% | $167,536+137.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.22% | 24.04%-11.8pp | 22.75%-10.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $9,520 | $5,161+84.5% | $4,137+130.1% | $4,839+96.7% |
| Participant deferral / active EE | $4,875 | $6,440-24.3% | $5,506-11.5% | $6,342-23.1% |
| Admin fee / account holder | $13 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |