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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 | $265,208 | $201,370+31.7% | $184,256+43.9% | $145,897+81.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.90% | 29.05%-13.2pp | 28.85%-12.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,800 | $7,024-60.1% | $6,427-56.4% | $4,663-39.9% |
| Participant deferral / active EE | $18,340 | $9,808+87.0% | $9,133+100.8% | $6,689+174.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |