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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 | $255,494 | $117,904+116.7% | $102,457+149.4% | $145,978+75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 31.80%-16.3pp | 29.41%-13.9pp | 550.52%-535.0pp |
| Employer contribution / active EE | $1,833 | $3,613-49.3% | $3,022-39.4% | $4,662-60.7% |
| Participant deferral / active EE | $2,291 | $5,733-60.0% | $5,054-54.7% | $6,690-65.8% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |