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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 | $280,669 | $211,288+32.8% | $178,540+57.2% | $145,884+92.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.50% | 30.27%-13.8pp | 27.15%-10.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $14,028 | $4,574+206.7% | $3,953+254.9% | $4,662+200.9% |
| Participant deferral / active EE | $15,431 | $6,967+121.5% | $6,281+145.7% | $6,690+130.7% |
| Admin fee / account holder | $19 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |