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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 | $314,352 | $104,251+201.5% | $91,004+245.4% | $147,586+113.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.58% | 27.06%-12.5pp | 4.60%+10.0pp | 578.59%-564.0pp |
| Employer contribution / active EE | $12,154 | $3,116+290.1% | $2,456+394.9% | $4,876+149.2% |
| Participant deferral / active EE | $3,503 | $4,195-16.5% | $3,548-1.3% | $5,439-35.6% |
| Admin fee / account holder | $64 | $8,948-99.3% | $5,417-98.8% | $10,886-99.4% |