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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 | $468,539 | $201,370+132.7% | $184,256+154.3% | $145,897+221.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 29.05%-12.2pp | 28.85%-12.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,140 | $7,024-69.5% | $6,427-66.7% | $4,663-54.1% |
| Participant deferral / active EE | $9,686 | $9,808-1.2% | $9,133+6.0% | $6,689+44.8% |
| Admin fee / account holder | $35 | $16,364-99.8% | $13,899-99.7% | $13,390-99.7% |