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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 | $252,495 | $104,251+142.2% | $91,004+177.5% | $147,586+71.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.38% | 27.06%-12.7pp | 4.60%+9.8pp | 578.59%-564.2pp |
| Employer contribution / active EE | $14,414 | $3,116+362.6% | $2,456+486.9% | $4,876+195.6% |
| Participant deferral / active EE | $8,057 | $4,195+92.1% | $3,548+127.1% | $5,439+48.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |