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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 | $344,519 | $135,956+153.4% | $123,894+178.1% | $273,970+25.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.72% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $4,218 | $5,170-18.4% | $4,617-8.6% | $4,869-13.4% |
| Participant deferral / active EE | $10,717 | $6,343+69.0% | $5,984+79.1% | $5,287+102.7% |
| Admin fee / account holder | $21 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |