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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 | $381,057 | $185,312+105.6% | $161,489+136.0% | $154,746+146.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.66% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $5,000 | $4,769+4.8% | $4,268+17.1% | $4,379+14.2% |
| Participant deferral / active EE | $29,891 | $6,350+370.7% | $5,630+430.9% | $6,730+344.1% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |