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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 | $311,048 | $176,786+75.9% | $146,643+112.1% | $167,536+85.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.37% | 24.04%-8.7pp | 22.75%-7.4pp | 478.82%-463.4pp |
| Employer contribution / active EE | $22,521 | $5,161+336.4% | $4,137+444.4% | $4,839+365.4% |
| Participant deferral / active EE | $16,117 | $6,440+150.3% | $5,506+192.7% | $6,342+154.1% |
| Admin fee / account holder | $5 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |