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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 | $437,787 | $58,099+653.5% | $76,872+469.5% | $75,173+482.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 24.42% | 26.71%-2.3pp | 37.90%-13.5pp | 160.72%-136.3pp |
| Employer contribution / active EE | $10,494 | $1,996+425.9% | $2,533+314.2% | $2,671+292.9% |
| Participant deferral / active EE | $14,413 | $2,999+380.6% | $3,832+276.1% | $4,126+249.3% |
| Admin fee / account holder | $203 | $4,778-95.8% | $5,476-96.3% | $5,651-96.4% |