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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 | $277,478 | $117,846+135.5% | $102,434+170.9% | $145,884+90.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.02% | 31.90%-17.9pp | 29.46%-15.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $4,904 | $3,615+35.7% | $3,023+62.2% | $4,662+5.2% |
| Participant deferral / active EE | $4,904 | $5,733-14.5% | $5,055-3.0% | $6,690-26.7% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |