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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 | $255,392 | $110,410+131.3% | $102,437+149.3% | $145,897+75.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 11.19% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.1pp |
| Employer contribution / active EE | $5,191 | $4,217+23.1% | $3,871+34.1% | $4,663+11.3% |
| Participant deferral / active EE | $11,460 | $5,622+103.9% | $5,060+126.5% | $6,689+71.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |