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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 | $254,775 | $232,540+9.6% | $185,117+37.6% | $147,586+72.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.52% | 43.03%-27.5pp | 40.50%-25.0pp | 578.59%-563.1pp |
| Employer contribution / active EE | $3,750 | $5,195-27.8% | $4,182-10.3% | $4,876-23.1% |
| Participant deferral / active EE | $11,497 | $5,834+97.1% | $5,045+127.9% | $5,439+111.4% |
| Admin fee / account holder | $60 | $10,275-99.4% | $8,159-99.3% | $10,886-99.4% |