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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 | $304,116 | $81,476+273.3% | $102,383+197.0% | $80,925+275.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 20.46% | 25.59%-5.1pp | 24.94%-4.5pp | 35.65%-15.2pp |
| Employer contribution / active EE | $5,943 | $3,105+91.4% | $3,870+53.5% | $2,756+115.6% |
| Participant deferral / active EE | $10,703 | $3,871+176.5% | $5,060+111.5% | $4,299+149.0% |
| Admin fee / account holder | $20 | $6,717-99.7% | $8,391-99.8% | $6,940-99.7% |