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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 | $340,013 | $124,980+172.1% | $108,359+213.8% | $154,746+119.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.87% | 45.00%-28.1pp | 36.89%-20.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $13,173 | $2,851+362.1% | $2,399+449.0% | $4,379+200.8% |
| Participant deferral / active EE | $11,750 | $4,743+147.7% | $4,137+184.0% | $6,730+74.6% |
| Admin fee / account holder | $7 | $11,502-99.9% | $9,741-99.9% | $14,365-100.0% |