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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 | $112,729+144.5% | $98,716+179.2% | $137,256+100.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 24.55% | 38.48%-13.9pp | 31.81%-7.3pp | 220.34%-195.8pp |
| Employer contribution / active EE | $37,482 | $2,725+1275.3% | $2,279+1545.0% | $4,156+801.9% |
| Participant deferral / active EE | $18,300 | $4,640+294.4% | $4,048+352.1% | $6,407+185.6% |
| Admin fee / account holder | $282 | $10,129-97.2% | $8,703-96.8% | $12,270-97.7% |