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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 | $283,713 | $110,337+157.1% | $102,383+177.1% | $145,877+94.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.27% | 24.83%-9.6pp | 24.94%-9.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $7,522 | $4,216+78.4% | $3,870+94.4% | $4,663+61.3% |
| Participant deferral / active EE | $15,624 | $5,621+178.0% | $5,060+208.8% | $6,691+133.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |