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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 | $275,597 | $124,980+120.5% | $108,359+154.3% | $154,746+78.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 24.55% | 45.00%-20.4pp | 36.89%-12.3pp | 172.34%-147.8pp |
| Employer contribution / active EE | $37,482 | $2,851+1214.9% | $2,399+1462.1% | $4,379+755.9% |
| Participant deferral / active EE | $18,300 | $4,743+285.8% | $4,137+342.4% | $6,730+171.9% |
| Admin fee / account holder | $282 | $11,502-97.6% | $9,741-97.1% | $14,365-98.0% |