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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 | $320,211 | $161,352+98.5% | $134,172+138.7% | $137,256+133.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.97% | 28.72%-13.7pp | 25.30%-10.3pp | 220.34%-205.4pp |
| Employer contribution / active EE | $22,220 | $4,099+442.1% | $3,420+549.7% | $4,156+434.6% |
| Participant deferral / active EE | $6,246 | $5,552+12.5% | $4,690+33.2% | $6,407-2.5% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |