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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 | $339,436 | $135,956+149.7% | $123,894+174.0% | $273,972+23.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.54% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $28,078 | $5,170+443.1% | $4,617+508.2% | $4,869+476.7% |
| Participant deferral / active EE | $19,969 | $6,343+214.8% | $5,984+233.7% | $5,287+277.7% |
| Admin fee / account holder | $123 | $9,817-98.8% | $8,357-98.5% | $10,133-98.8% |