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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 | $394,870 | $161,352+144.7% | $134,172+194.3% | $137,256+187.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.63% | 28.72%-11.1pp | 25.30%-7.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $13,079 | $4,099+219.1% | $3,420+282.4% | $4,156+214.7% |
| Participant deferral / active EE | $14,316 | $5,552+157.8% | $4,690+205.2% | $6,407+123.5% |
| Admin fee / account holder | $13 | $15,028-99.9% | $12,016-99.9% | $12,270-99.9% |