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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 | $322,626 | $106,280+203.6% | $96,538+234.2% | $139,487+131.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.43% | 38.48%-16.1pp | 35.74%-13.3pp | 373.84%-351.4pp |
| Employer contribution / active EE | $9,440 | $4,107+129.8% | $3,740+152.4% | $4,755+98.5% |
| Participant deferral / active EE | $15,000 | $5,457+174.9% | $4,880+207.3% | $6,713+123.5% |
| Admin fee / account holder | $30 | $7,888-99.6% | $6,737-99.6% | $11,407-99.7% |