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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 | $308,988 | $76,312+304.9% | $67,221+359.7% | $158,982+94.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.22% | 22.77%-14.6pp | 20.72%-12.5pp | 302.99%-294.8pp |
| Employer contribution / active EE | $6,923 | $4,476+54.7% | $3,723+85.9% | $4,763+45.4% |
| Participant deferral / active EE | $19,507 | $5,264+270.6% | $4,384+345.0% | $5,983+226.0% |
| Admin fee / account holder | $160 | $8,005-98.0% | $5,844-97.3% | $11,252-98.6% |