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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 | $291,624 | $98,776+195.2% | $149,745+94.7% | $79,856+265.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.91% | 27.38%-11.5pp | 276.72%-260.8pp | 31.71%-15.8pp |
| Employer contribution / active EE | $12,881 | $3,217+300.4% | $4,646+177.3% | $2,471+421.3% |
| Participant deferral / active EE | $10,558 | $5,681+85.8% | $6,843+54.3% | $3,741+182.2% |
| Admin fee / account holder | $20 | $6,053-99.7% | $9,312-99.8% | $5,306-99.6% |