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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 | $339,339 | $162,967+108.2% | $135,792+149.9% | $138,895+144.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 19.94% | 30.08%-10.1pp | 25.96%-6.0pp | 145.39%-125.5pp |
| Employer contribution / active EE | $26,865 | $4,211+538.0% | $3,496+668.6% | $4,194+540.5% |
| Participant deferral / active EE | $18,325 | $5,640+224.9% | $4,759+285.0% | $6,396+186.5% |
| Admin fee / account holder | $114 | $15,306-99.3% | $12,266-99.1% | $12,562-99.1% |