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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 | $383,364 | $817,678-53.1% | $392,568-2.3% | $152,909+150.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 21.42% | 22.84%-1.4pp | 24.42%-3.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $11,405 | $5,502+107.3% | $3,783+201.5% | $4,764+139.4% |
| Participant deferral / active EE | $8,673 | $8,398+3.3% | $5,985+44.9% | $5,851+48.2% |
| Admin fee / account holder | $6 | $12,095-99.9% | $6,260-99.9% | $11,601-99.9% |