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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 | $261,532 | $124,425+110.2% | $112,040+133.4% | $137,256+90.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.81% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $7,146 | $3,411+109.5% | $2,954+141.9% | $4,156+71.9% |
| Participant deferral / active EE | $11,686 | $5,718+104.4% | $5,098+129.2% | $6,407+82.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |