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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 | $333,430 | $162,785+104.8% | $133,959+148.9% | $158,950+109.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.17% | 41.94%-25.8pp | 45.09%-28.9pp | 302.91%-286.7pp |
| Employer contribution / active EE | $9,948 | $4,975+99.9% | $3,919+153.9% | $4,762+108.9% |
| Participant deferral / active EE | $11,132 | $5,910+88.3% | $5,047+120.5% | $5,983+86.1% |
| Admin fee / account holder | $79 | $11,738-99.3% | $8,928-99.1% | $11,248-99.3% |