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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 | $306,330 | $147,556+107.6% | $129,031+137.4% | $198,609+54.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 37.58% | 37.41%+0.2pp | 34.67%+2.9pp | 202.70%-165.1pp |
| Employer contribution / active EE | $36,469 | $3,645+900.6% | $3,226+1030.5% | $5,055+621.4% |
| Participant deferral / active EE | $21,825 | $5,760+278.9% | $5,217+318.3% | $6,977+212.8% |
| Admin fee / account holder | $287 | $15,467-98.1% | $13,208-97.8% | $19,030-98.5% |