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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 | $433,372 | $91,179+375.3% | $178,499+142.8% | $79,852+442.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.10% | 24.19%-7.1pp | 151.10%-134.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $38,476 | $3,256+1081.8% | $5,011+667.8% | $2,471+1457.0% |
| Participant deferral / active EE | $21,035 | $3,236+550.1% | $5,202+304.4% | $3,740+462.4% |
| Admin fee / account holder | $3 | $6,749-100.0% | $13,986-100.0% | $5,306-99.9% |