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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 | $470,206 | $161,352+191.4% | $134,172+250.4% | $137,256+242.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.71% | 28.72%-13.0pp | 25.30%-9.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $24,079 | $4,099+487.5% | $3,420+604.1% | $4,156+479.4% |
| Participant deferral / active EE | $16,500 | $5,552+197.2% | $4,690+251.8% | $6,407+157.5% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |