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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 | $77,962+257.9% | $178,540+56.3% | $80,935+244.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 15.22% | 18.10%-2.9pp | 27.15%-11.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $13,047 | $2,280+472.2% | $3,953+230.1% | $2,757+373.3% |
| Participant deferral / active EE | $12,390 | $4,404+181.3% | $6,281+97.3% | $4,299+188.2% |
| Admin fee / account holder | $0 | $7,156-100.0% | $10,424-100.0% | $6,924-100.0% |