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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 | $338,596 | $71,809+371.5% | $61,048+454.6% | $152,909+121.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 21.22% | 29.74%-8.5pp | 26.18%-5.0pp | 345.46%-324.2pp |
| Employer contribution / active EE | $5,085 | $4,545+11.9% | $3,716+36.8% | $4,764+6.7% |
| Participant deferral / active EE | $16,125 | $5,467+195.0% | $4,470+260.7% | $5,851+175.6% |
| Admin fee / account holder | $101 | $4,750-97.9% | $3,728-97.3% | $11,601-99.1% |