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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 | $422,344 | $127,387+231.5% | $115,038+267.1% | $125,389+236.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.34% | 31.28%-28.9pp | 26.14%-23.8pp | 282.24%-279.9pp |
| Employer contribution / active EE | $19,000 | $5,166+267.8% | $4,608+312.3% | $4,866+290.5% |
| Participant deferral / active EE | $12,000 | $6,423+86.8% | $6,026+99.1% | $5,352+124.2% |
| Admin fee / account holder | $10 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |