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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 | $397,660 | $127,387+212.2% | $115,038+245.7% | $125,389+217.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.17% | 31.28%-30.1pp | 26.14%-25.0pp | 282.24%-281.1pp |
| Employer contribution / active EE | $9,647 | $5,166+86.7% | $4,608+109.4% | $4,866+98.2% |
| Participant deferral / active EE | $7,667 | $6,423+19.4% | $6,026+27.2% | $5,352+43.3% |
| Admin fee / account holder | $7 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |