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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 | $258,660 | $111,814+131.3% | $103,378+150.2% | $145,978+77.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.92% | 24.80%-10.9pp | 24.91%-11.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $13,865 | $4,215+228.9% | $3,870+258.2% | $4,662+197.4% |
| Participant deferral / active EE | $7,992 | $5,618+42.3% | $5,058+58.0% | $6,690+19.5% |
| Admin fee / account holder | $33 | $9,764-99.7% | $8,401-99.6% | $13,400-99.8% |