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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 | $259,086 | $201,372+28.7% | $184,260+40.6% | $145,884+77.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.54% | 29.04%-13.5pp | 28.84%-13.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $2,951 | $7,024-58.0% | $6,427-54.1% | $4,662-36.7% |
| Participant deferral / active EE | $16,539 | $9,808+68.6% | $9,133+81.1% | $6,690+147.2% |
| Admin fee / account holder | $20 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |