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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 | $298,670 | $135,956+119.7% | $123,894+141.1% | $273,972+9.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.94% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $12,512 | $5,170+142.0% | $4,617+171.0% | $4,869+157.0% |
| Participant deferral / active EE | $12,304 | $6,343+94.0% | $5,984+105.6% | $5,287+132.7% |
| Admin fee / account holder | $53 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |