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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 | $284,556 | $138,312+105.7% | $122,979+131.4% | $155,188+83.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.13% | 22.06%-7.9pp | 20.12%-6.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,323 | $3,530-62.5% | $3,062-56.8% | $4,248-68.9% |
| Participant deferral / active EE | $12,520 | $5,592+123.9% | $5,003+150.3% | $6,531+91.7% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |