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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 | $430,052 | $110,337+289.8% | $102,383+320.0% | $145,877+194.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.95% | 24.83%-8.9pp | 24.94%-9.0pp | 551.28%-535.3pp |
| Employer contribution / active EE | $6,848 | $4,216+62.4% | $3,870+76.9% | $4,663+46.9% |
| Participant deferral / active EE | $11,527 | $5,621+105.1% | $5,060+127.8% | $6,691+72.3% |
| Admin fee / account holder | $115 | $9,750-98.8% | $8,391-98.6% | $13,402-99.1% |