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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 | $293,407 | $135,956+115.8% | $123,894+136.8% | $273,972+7.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.07% | 56.63%-47.6pp | 47.52%-38.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $9,473 | $5,170+83.2% | $4,617+105.2% | $4,869+94.6% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $71 | $9,817-99.3% | $8,357-99.1% | $10,133-99.3% |