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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 | $276,168 | $90,504+205.1% | $78,690+251.0% | $273,965+0.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.96% | 75.61%-65.6pp | 62.18%-52.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $24,190 | $3,176+661.7% | $2,851+748.6% | $4,869+396.8% |
| Participant deferral / active EE | $3,375 | $3,901-13.5% | $3,517-4.0% | $5,287-36.2% |
| Admin fee / account holder | $35 | $5,263-99.3% | $4,511-99.2% | $10,132-99.7% |