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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 | $256,336 | $100,279+155.6% | $81,353+215.1% | $145,884+75.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 34.49%-22.6pp | 24.82%-12.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $14,114 | $2,979+373.7% | $2,464+472.8% | $4,662+202.7% |
| Participant deferral / active EE | $11,155 | $4,611+141.9% | $3,885+187.2% | $6,690+66.8% |
| Admin fee / account holder | $294 | $8,206-96.4% | $5,766-94.9% | $13,392-97.8% |