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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 | $536,509 | $182,442+194.1% | $163,379+228.4% | $138,895+286.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 19.15% | 72.74%-53.6pp | 63.41%-44.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $8,625 | $4,159+107.4% | $3,752+129.9% | $4,194+105.6% |
| Participant deferral / active EE | $23,000 | $6,817+237.4% | $6,282+266.1% | $6,396+259.6% |
| Admin fee / account holder | $53 | $10,396-99.5% | $9,818-99.5% | $12,562-99.6% |