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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 | $257,117 | $124,351+106.8% | $109,188+135.5% | $167,553+53.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.42% | 26.04%-15.6pp | 25.76%-15.3pp | 478.89%-468.5pp |
| Employer contribution / active EE | $10,758 | $4,210+155.6% | $3,723+189.0% | $4,840+122.3% |
| Participant deferral / active EE | $6,300 | $5,257+19.8% | $4,654+35.4% | $6,343-0.7% |
| Admin fee / account holder | $20 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |