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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 | $111,814+128.4% | $103,374+147.1% | $145,959+75.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 11.19% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $5,191 | $4,214+23.2% | $3,869+34.2% | $4,661+11.4% |
| Participant deferral / active EE | $11,460 | $5,618+104.0% | $5,058+126.6% | $6,689+71.3% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |