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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 | $291,676 | $135,956+114.5% | $123,894+135.4% | $273,972+6.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.95% | 56.63%-42.7pp | 47.52%-33.6pp | 41.46%-27.5pp |
| Employer contribution / active EE | $11,565 | $5,170+123.7% | $4,617+150.5% | $4,869+137.5% |
| Participant deferral / active EE | $10,398 | $6,343+63.9% | $5,984+73.8% | $5,287+96.7% |
| Admin fee / account holder | $37 | $9,817-99.6% | $8,357-99.6% | $10,133-99.6% |