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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 | $277,928 | $70,532+294.0% | $68,948+303.1% | $137,256+102.5% |
| Participation rate | 75.0% | 81.0%-6.0pp | 79.2%-4.2pp | 80.0%-5.0pp |
| Annual return | 17.79% | 32.56%-14.8pp | 28.39%-10.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,250 | $4,355-48.3% | $4,165-46.0% | $4,156-45.9% |
| Participant deferral / active EE | $14,712 | $6,773+117.2% | $6,186+137.8% | $6,407+129.6% |
| Admin fee / account holder | $0 | $7,916-100.0% | $7,539-100.0% | $12,270-100.0% |