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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 | $411,505 | $107,809+281.7% | $97,032+324.1% | $155,188+165.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.02% | 38.06%-18.0pp | 35.38%-15.4pp | 148.84%-128.8pp |
| Employer contribution / active EE | $7,041 | $2,911+141.9% | $2,629+167.8% | $4,248+65.7% |
| Participant deferral / active EE | $17,891 | $5,129+248.8% | $4,672+282.9% | $6,531+173.9% |
| Admin fee / account holder | $177 | $10,717-98.4% | $9,418-98.1% | $14,480-98.8% |