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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 | $311,636 | $141,004+121.0% | $112,273+177.6% | $139,466+123.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.22% | 32.75%-15.5pp | 30.23%-13.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $3,156 | $4,285-26.4% | $3,431-8.0% | $4,754-33.6% |
| Participant deferral / active EE | $15,702 | $5,878+167.1% | $4,800+227.1% | $6,712+133.9% |
| Admin fee / account holder | $95 | $9,959-99.0% | $7,752-98.8% | $11,409-99.2% |