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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 | $283,425 | $110,337+156.9% | $102,383+176.8% | $145,877+94.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.60% | 24.83%-12.2pp | 24.94%-12.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $5,766 | $4,216+36.8% | $3,870+49.0% | $4,663+23.7% |
| Participant deferral / active EE | $1,637 | $5,621-70.9% | $5,060-67.6% | $6,691-75.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |