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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 | $99,380+246.7% | $90,312+281.5% | $155,188+122.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 14.36% | 19.35%-5.0pp | 18.90%-4.5pp | 148.84%-134.5pp |
| Employer contribution / active EE | $4,167 | $2,390+74.4% | $2,243+85.8% | $4,248-1.9% |
| Participant deferral / active EE | $9,299 | $4,212+120.8% | $3,749+148.0% | $6,531+42.4% |
| Admin fee / account holder | $25 | $9,766-99.7% | $8,248-99.7% | $14,480-99.8% |