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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 | $357,189 | $110,379+223.6% | $102,412+248.8% | $145,884+144.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 24.84%-9.5pp | 24.94%-9.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $25,334 | $4,216+500.9% | $3,870+554.6% | $4,662+443.4% |
| Participant deferral / active EE | $16,337 | $5,622+190.6% | $5,060+222.8% | $6,690+144.2% |
| Admin fee / account holder | $28 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |