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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 | $410,109 | $176,794+132.0% | $146,647+179.7% | $167,553+144.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.99% | 24.04%-14.0pp | 22.75%-12.8pp | 478.89%-468.9pp |
| Employer contribution / active EE | $5,062 | $5,161-1.9% | $4,137+22.3% | $4,840+4.6% |
| Participant deferral / active EE | $13,000 | $6,440+101.8% | $5,506+136.1% | $6,343+105.0% |
| Admin fee / account holder | $155 | $13,262-98.8% | $10,281-98.5% | $12,316-98.7% |