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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 | $324,210 | $104,251+211.0% | $91,004+256.3% | $147,585+119.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.70% | 27.06%-8.4pp | 4.60%+14.1pp | 578.58%-559.9pp |
| Employer contribution / active EE | $10,709 | $3,116+243.7% | $2,456+336.1% | $4,876+119.6% |
| Participant deferral / active EE | $11,844 | $4,195+182.3% | $3,548+233.9% | $5,439+117.8% |
| Admin fee / account holder | $154 | $8,948-98.3% | $5,417-97.2% | $10,886-98.6% |