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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 | $384,923 | $108,825+253.7% | $156,181+146.5% | $82,448+366.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.89% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $22,725 | $2,870+691.9% | $4,294+429.2% | $2,551+790.8% |
| Participant deferral / active EE | $10,941 | $4,577+139.0% | $6,132+78.4% | $4,139+164.3% |
| Admin fee / account holder | $23 | $9,341-99.7% | $14,586-99.8% | $7,234-99.7% |