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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 | $277,110 | $115,903+139.1% | $100,528+175.7% | $158,966+74.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.63% | 34.80%-11.2pp | 30.90%-7.3pp | 302.95%-279.3pp |
| Employer contribution / active EE | $7,908 | $4,105+92.6% | $3,419+131.3% | $4,762+66.0% |
| Participant deferral / active EE | $7,657 | $6,677+14.7% | $6,271+22.1% | $5,983+28.0% |
| Admin fee / account holder | $35 | $11,000-99.7% | $8,084-99.6% | $11,250-99.7% |