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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 | $264,078 | $91,037+190.1% | $71,671+268.5% | $147,586+78.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 23.00% | 20.48%+2.5pp | 20.65%+2.4pp | 578.59%-555.6pp |
| Employer contribution / active EE | $3,195 | $3,327-4.0% | $2,460+29.9% | $4,876-34.5% |
| Participant deferral / active EE | $6,390 | $4,498+42.1% | $3,438+85.9% | $5,439+17.5% |
| Admin fee / account holder | $7 | $8,613-99.9% | $5,558-99.9% | $10,886-99.9% |