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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 | $314,280 | $97,078+223.7% | $103,065+204.9% | $145,897+115.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 21.00% | 25.49%-4.5pp | 23.95%-3.0pp | 552.29%-531.3pp |
| Employer contribution / active EE | $22,462 | $4,680+380.0% | $4,675+380.5% | $4,663+381.8% |
| Participant deferral / active EE | $17,195 | $6,601+160.5% | $6,625+159.5% | $6,689+157.1% |
| Admin fee / account holder | $134 | $12,505-98.9% | $9,349-98.6% | $13,390-99.0% |