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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 | $297,797 | $182,442+63.2% | $163,379+82.3% | $138,895+114.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.64% | 72.74%-58.1pp | 63.41%-48.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $12,817 | $4,159+208.1% | $3,752+241.6% | $4,194+205.6% |
| Participant deferral / active EE | $14,406 | $6,817+111.3% | $6,282+129.3% | $6,396+125.2% |
| Admin fee / account holder | $239 | $10,396-97.7% | $9,818-97.6% | $12,562-98.1% |