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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 | $399,025 | $103,164+286.8% | $90,259+342.1% | $154,746+157.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 13.76% | 19.25%-5.5pp | 18.88%-5.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $8,333 | $2,532+229.2% | $2,291+263.7% | $4,379+90.3% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $21 | $8,593-99.8% | $7,267-99.7% | $14,365-99.9% |