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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 | $99,053+209.3% | $88,179+247.4% | $138,895+120.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 37.58% | 78.17%-40.6pp | 64.97%-27.4pp | 145.39%-107.8pp |
| Employer contribution / active EE | $36,469 | $2,882+1165.4% | $2,549+1330.5% | $4,194+769.5% |
| Participant deferral / active EE | $21,825 | $5,225+317.7% | $4,614+373.0% | $6,396+241.2% |
| Admin fee / account holder | $287 | $8,748-96.7% | $7,673-96.3% | $12,562-97.7% |