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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 | $269,542 | $89,515+201.1% | $103,065+161.5% | $80,959+232.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | 16.07% | 22.82%-6.7pp | 23.95%-7.9pp | 35.67%-19.6pp |
| Employer contribution / active EE | $18,112 | $4,015+351.1% | $4,675+287.4% | $2,757+556.9% |
| Participant deferral / active EE | $2,929 | $5,463-46.4% | $6,625-55.8% | $4,300-31.9% |
| Admin fee / account holder | $14 | $6,527-99.8% | $9,349-99.9% | $6,925-99.8% |