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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 | $267,793 | $106,247+152.0% | $96,515+177.5% | $139,466+92.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 28.62% | 38.47%-9.9pp | 35.73%-7.1pp | 373.66%-345.0pp |
| Employer contribution / active EE | $4,094 | $4,106-0.3% | $3,740+9.5% | $4,754-13.9% |
| Participant deferral / active EE | $11,445 | $5,456+109.8% | $4,880+134.5% | $6,712+70.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |