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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 | $271,318 | $172,008+57.7% | $133,334+103.5% | $152,885+77.5% |
| Participation rate | 83.3% | 82.9%+0.4pp | 69.7%+13.6pp | 82.5%+0.9pp |
| Annual return | 16.80% | 26.82%-10.0pp | 26.29%-9.5pp | 345.39%-328.6pp |
| Employer contribution / active EE | $12,732 | $3,954+222.0% | $3,152+303.9% | $4,763+167.3% |
| Participant deferral / active EE | $15,969 | $7,271+119.6% | $5,773+176.6% | $5,851+172.9% |
| Admin fee / account holder | $0 | $4,416-100.0% | $3,620-100.0% | $11,598-100.0% |