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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 | $335,294 | $104,251+221.6% | $91,004+268.4% | $147,586+127.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 23.68% | 27.06%-3.4pp | 4.60%+19.1pp | 578.59%-554.9pp |
| Employer contribution / active EE | $3,292 | $3,116+5.7% | $2,456+34.1% | $4,876-32.5% |
| Participant deferral / active EE | $14,035 | $4,195+234.6% | $3,548+295.6% | $5,439+158.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |