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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 | $308,344 | $211,105+46.1% | $178,449+72.8% | $145,978+111.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.64% | 30.19%-13.6pp | 27.09%-10.4pp | 550.52%-533.9pp |
| Employer contribution / active EE | $6,469 | $4,569+41.6% | $3,951+63.7% | $4,662+38.8% |
| Participant deferral / active EE | $25,722 | $6,959+269.6% | $6,277+309.8% | $6,690+284.5% |
| Admin fee / account holder | $180 | $12,017-98.5% | $10,362-98.3% | $13,400-98.7% |