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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 | $288,821 | $228,352+26.5% | $185,827+55.4% | $158,950+81.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.06% | 40.81%-28.8pp | 35.96%-23.9pp | 302.91%-290.9pp |
| Employer contribution / active EE | $13,674 | $4,967+175.3% | $4,087+234.6% | $4,762+187.1% |
| Participant deferral / active EE | $10,716 | $6,416+67.0% | $5,633+90.2% | $5,983+79.1% |
| Admin fee / account holder | $41 | $11,867-99.7% | $9,502-99.6% | $11,248-99.6% |