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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 | $511,912 | $107,809+374.8% | $97,032+427.6% | $155,188+229.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.73% | 38.06%-22.3pp | 35.38%-19.6pp | 148.84%-133.1pp |
| Employer contribution / active EE | $13,104 | $2,911+350.1% | $2,629+398.5% | $4,248+208.5% |
| Participant deferral / active EE | $21,814 | $5,129+325.3% | $4,672+366.9% | $6,531+234.0% |
| Admin fee / account holder | $185 | $10,717-98.3% | $9,418-98.0% | $14,480-98.7% |