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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 | $288,775 | $106,247+171.8% | $96,515+199.2% | $139,466+107.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.23% | 38.47%-19.2pp | 35.73%-16.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $1,930 | $4,106-53.0% | $3,740-48.4% | $4,754-59.4% |
| Participant deferral / active EE | $7,500 | $5,456+37.5% | $4,880+53.7% | $6,712+11.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |