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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 | $258,660 | $110,410+134.3% | $102,437+152.5% | $145,897+77.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.92% | 24.85%-10.9pp | 24.95%-11.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $13,865 | $4,217+228.8% | $3,871+258.2% | $4,663+197.4% |
| Participant deferral / active EE | $7,992 | $5,622+42.2% | $5,060+58.0% | $6,689+19.5% |
| Admin fee / account holder | $33 | $9,745-99.7% | $8,388-99.6% | $13,390-99.8% |