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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 | $338,061 | $107,809+213.6% | $97,032+248.4% | $155,188+117.8% |
| Participation rate | 90.0% | 75.5%+14.5pp | 71.6%+18.4pp | 80.8%+9.2pp |
| Annual return | 21.27% | 38.06%-16.8pp | 35.38%-14.1pp | 148.84%-127.6pp |
| Employer contribution / active EE | $8,509 | $2,911+192.3% | $2,629+223.7% | $4,248+100.3% |
| Participant deferral / active EE | $7,500 | $5,129+46.2% | $4,672+60.5% | $6,531+14.8% |
| Admin fee / account holder | $5 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |