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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 | $262,509 | $85,060+208.6% | $70,565+272.0% | $139,487+88.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 13.55% | 30.39%-16.8pp | 32.79%-19.2pp | 373.84%-360.3pp |
| Employer contribution / active EE | $4,398 | $3,912+12.4% | $2,976+47.8% | $4,755-7.5% |
| Participant deferral / active EE | $1,670 | $5,891-71.7% | $4,568-63.5% | $6,713-75.1% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |