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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 | $310,472 | $182,442+70.2% | $163,379+90.0% | $138,895+123.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 19.90% | 72.74%-52.8pp | 63.41%-43.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $11,515 | $4,159+176.8% | $3,752+206.9% | $4,194+174.5% |
| Participant deferral / active EE | $20,127 | $6,817+195.2% | $6,282+220.4% | $6,396+214.7% |
| Admin fee / account holder | $72 | $10,396-99.3% | $9,818-99.3% | $12,562-99.4% |