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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 | $278,276 | $91,037+205.7% | $71,671+288.3% | $147,586+88.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.56% | 20.48%-6.9pp | 20.65%-7.1pp | 578.59%-565.0pp |
| Employer contribution / active EE | $21,612 | $3,327+549.5% | $2,460+778.6% | $4,876+343.2% |
| Participant deferral / active EE | $18,000 | $4,498+300.2% | $3,438+423.6% | $5,439+231.0% |
| Admin fee / account holder | $240 | $8,613-97.2% | $5,558-95.7% | $10,886-97.8% |