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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 | $301,213 | $106,247+183.5% | $96,515+212.1% | $139,466+116.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.32% | 38.47%-18.1pp | 35.73%-15.4pp | 373.66%-353.3pp |
| Employer contribution / active EE | $29,808 | $4,106+626.0% | $3,740+697.1% | $4,754+527.0% |
| Participant deferral / active EE | $15,759 | $5,456+188.9% | $4,880+222.9% | $6,712+134.8% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |