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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 | $473,615 | $112,729+320.1% | $98,716+379.8% | $137,256+245.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.02% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,803 | $2,725+39.6% | $2,279+66.9% | $4,156-8.5% |
| Participant deferral / active EE | $11,106 | $4,640+139.3% | $4,048+174.4% | $6,407+73.3% |
| Admin fee / account holder | $234 | $10,129-97.7% | $8,703-97.3% | $12,270-98.1% |