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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 | $395,623 | $178,174+122.0% | $156,181+153.3% | $137,256+188.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.31% | 84.19%-63.9pp | 64.87%-44.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $10,000 | $4,972+101.1% | $4,294+132.9% | $4,156+140.6% |
| Participant deferral / active EE | $26,000 | $6,888+277.5% | $6,132+324.0% | $6,407+305.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |