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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 | $252,350 | $118,467+113.0% | $98,450+156.3% | $139,456+81.0% |
| Participation rate | 87.5% | 77.5%+10.0pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 14.10% | 18.95%-4.8pp | 21.16%-7.1pp | 373.45%-359.4pp |
| Employer contribution / active EE | $2,702 | $3,611-25.2% | $3,049-11.4% | $4,753-43.2% |
| Participant deferral / active EE | $9,679 | $5,393+79.4% | $4,739+104.2% | $6,711+44.2% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |