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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 | $283,107 | $107,809+162.6% | $97,032+191.8% | $155,188+82.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.84% | 38.06%-22.2pp | 35.38%-19.5pp | 148.84%-133.0pp |
| Employer contribution / active EE | $3,568 | $2,911+22.6% | $2,629+35.7% | $4,248-16.0% |
| Participant deferral / active EE | $16,770 | $5,129+226.9% | $4,672+258.9% | $6,531+156.8% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |