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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 | $279,022 | $78,015+257.7% | $178,505+56.3% | $80,959+244.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 15.22% | 18.10%-2.9pp | 27.16%-11.9pp | 35.67%-20.5pp |
| Employer contribution / active EE | $13,047 | $2,281+471.9% | $3,955+229.9% | $2,757+373.2% |
| Participant deferral / active EE | $12,390 | $4,406+181.2% | $6,280+97.3% | $4,300+188.1% |
| Admin fee / account holder | $0 | $7,160-100.0% | $10,428-100.0% | $6,925-100.0% |