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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 | $344,517 | $103,164+234.0% | $90,259+281.7% | $154,746+122.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 14.36% | 19.25%-4.9pp | 18.88%-4.5pp | 172.34%-158.0pp |
| Employer contribution / active EE | $4,167 | $2,532+64.6% | $2,291+81.8% | $4,379-4.9% |
| Participant deferral / active EE | $9,299 | $4,422+110.3% | $3,827+143.0% | $6,730+38.2% |
| Admin fee / account holder | $25 | $8,593-99.7% | $7,267-99.7% | $14,365-99.8% |