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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 | $110,137+249.5% | $161,149+138.9% | $82,637+365.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.89% | 20.69%-4.8pp | 21.16%-5.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $22,725 | $2,856+695.7% | $4,360+421.2% | $2,552+790.4% |
| Participant deferral / active EE | $10,941 | $4,575+139.2% | $6,153+77.8% | $4,126+165.2% |
| Admin fee / account holder | $23 | $9,467-99.8% | $15,194-99.8% | $7,339-99.7% |