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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 | $594,265 | $55,902+963.0% | $76,030+681.6% | $80,959+634.0% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 14.67% | 20.59%-5.9pp | 361.54%-346.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $32,697 | $1,867+1651.5% | $2,688+1116.6% | $2,757+1085.9% |
| Participant deferral / active EE | $14,516 | $3,051+375.8% | $4,257+241.0% | $4,300+237.6% |
| Admin fee / account holder | $156 | $5,239-97.0% | $6,421-97.6% | $6,925-97.7% |