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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% | $103,486+160.5% | $80,935+233.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 16.07% | 22.82%-6.7pp | 23.93%-7.9pp | 35.66%-19.6pp |
| Employer contribution / active EE | $18,112 | $4,015+351.1% | $4,679+287.1% | $2,757+557.0% |
| Participant deferral / active EE | $2,929 | $5,463-46.4% | $6,628-55.8% | $4,299-31.9% |
| Admin fee / account holder | $14 | $6,527-99.8% | $9,354-99.9% | $6,924-99.8% |