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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 | $296,288 | $161,352+83.6% | $134,172+120.8% | $137,256+115.9% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 11.60% | 28.72%-17.1pp | 25.30%-13.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $18,238 | $4,099+345.0% | $3,420+433.3% | $4,156+338.8% |
| Participant deferral / active EE | $8,321 | $5,552+49.9% | $4,690+77.4% | $6,407+29.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |