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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 | $346,509 | $110,337+214.0% | $102,383+238.4% | $145,877+137.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.33% | 24.83%-1.5pp | 24.94%-1.6pp | 551.28%-528.0pp |
| Employer contribution / active EE | $5,200 | $4,216+23.3% | $3,870+34.4% | $4,663+11.5% |
| Participant deferral / active EE | $10,200 | $5,621+81.5% | $5,060+101.6% | $6,691+52.5% |
| Admin fee / account holder | $50 | $9,750-99.5% | $8,391-99.4% | $13,402-99.6% |