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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 | $364,181 | $77,707+368.7% | $70,160+419.1% | $139,466+161.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.28% | 19.30%-5.0pp | 19.08%-4.8pp | 373.66%-359.4pp |
| Employer contribution / active EE | $1,697 | $4,986-66.0% | $4,285-60.4% | $4,754-64.3% |
| Participant deferral / active EE | $25,697 | $6,443+298.8% | $5,394+376.4% | $6,712+282.9% |
| Admin fee / account holder | $11 | $5,397-99.8% | $4,582-99.8% | $11,409-99.9% |