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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 | $302,046 | $78,707+283.8% | $117,861+156.3% | $70,126+330.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.98% | 23.30%-5.3pp | 335.11%-317.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $5,509 | $2,223+147.8% | $3,786+45.5% | $2,343+135.2% |
| Participant deferral / active EE | $13,002 | $3,297+294.3% | $4,482+190.1% | $3,332+290.2% |
| Admin fee / account holder | $258 | $5,066-94.9% | $8,021-96.8% | $4,645-94.4% |