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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 | $277,364 | $124,330+123.1% | $109,173+154.1% | $167,536+65.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.22% | 26.04%-5.8pp | 25.75%-5.5pp | 478.82%-458.6pp |
| Employer contribution / active EE | $1,000 | $4,209-76.2% | $3,723-73.1% | $4,839-79.3% |
| Participant deferral / active EE | $2,100 | $5,256-60.0% | $4,654-54.9% | $6,342-66.9% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |