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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 | $315,173 | $110,337+185.6% | $102,383+207.8% | $145,877+116.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 24.83%-13.5pp | 24.94%-13.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $4,660 | $4,216+10.5% | $3,870+20.4% | $4,663-0.1% |
| Participant deferral / active EE | $13,735 | $5,621+144.4% | $5,060+171.5% | $6,691+105.3% |
| Admin fee / account holder | $60 | $9,750-99.4% | $8,391-99.3% | $13,402-99.6% |