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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 | $77,460+402.2% | $100,378+287.6% | $80,925+380.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.31% | 37.24%-23.9pp | 49.41%-36.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $10,966 | $2,801+291.5% | $3,942+178.2% | $2,756+297.9% |
| Participant deferral / active EE | $11,279 | $6,818+65.4% | $8,087+39.5% | $4,299+162.4% |
| Admin fee / account holder | $256 | $5,887-95.6% | $7,899-96.8% | $6,940-96.3% |