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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 | $320,514 | $182,442+75.7% | $163,379+96.2% | $138,895+130.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.09% | 72.74%-60.6pp | 63.41%-51.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,633 | $4,159-60.7% | $3,752-56.5% | $4,194-61.1% |
| Participant deferral / active EE | $11,583 | $6,817+69.9% | $6,282+84.4% | $6,396+81.1% |
| Admin fee / account holder | $140 | $10,396-98.7% | $9,818-98.6% | $12,562-98.9% |