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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 | $327,685 | $228,395+43.5% | $185,861+76.3% | $158,982+106.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.75% | 40.82%-22.1pp | 35.96%-17.2pp | 302.99%-284.2pp |
| Employer contribution / active EE | $3,247 | $4,968-34.6% | $4,088-20.6% | $4,763-31.8% |
| Participant deferral / active EE | $10,640 | $6,417+65.8% | $5,634+88.9% | $5,983+77.8% |
| Admin fee / account holder | $145 | $11,869-98.8% | $9,503-98.5% | $11,252-98.7% |