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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 | $409,217 | $162,785+151.4% | $133,959+205.5% | $158,950+157.4% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 17.48% | 41.94%-24.5pp | 45.09%-27.6pp | 302.91%-285.4pp |
| Employer contribution / active EE | $9,828 | $4,975+97.5% | $3,919+150.8% | $4,762+106.4% |
| Participant deferral / active EE | $7,341 | $5,910+24.2% | $5,047+45.4% | $5,983+22.7% |
| Admin fee / account holder | $12 | $11,738-99.9% | $8,928-99.9% | $11,248-99.9% |