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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 | $381,905 | $184,014+107.5% | $161,149+137.0% | $138,895+175.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.50% | 21.52%-5.0pp | 21.16%-4.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $19,267 | $5,055+281.1% | $4,360+341.9% | $4,194+359.4% |
| Participant deferral / active EE | $18,272 | $6,909+164.5% | $6,153+197.0% | $6,396+185.7% |
| Admin fee / account holder | $10 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |