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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 | $328,924 | $100,147+228.4% | $81,286+304.7% | $145,877+125.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.02% | 34.44%-22.4pp | 24.80%-12.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,768 | $2,977-40.6% | $2,463-28.2% | $4,663-62.1% |
| Participant deferral / active EE | $11,238 | $4,607+143.9% | $3,883+189.4% | $6,691+68.0% |
| Admin fee / account holder | $8 | $8,201-99.9% | $5,764-99.9% | $13,402-99.9% |