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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 | $389,043 | $77,472+402.2% | $100,415+287.4% | $80,959+380.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.31% | 37.26%-24.0pp | 49.47%-36.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $10,966 | $2,800+291.6% | $3,943+178.1% | $2,757+297.7% |
| Participant deferral / active EE | $11,279 | $6,818+65.4% | $8,091+39.4% | $4,300+162.3% |
| Admin fee / account holder | $256 | $5,885-95.6% | $7,906-96.8% | $6,925-96.3% |