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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 | $251,592 | $149,679+68.1% | $117,039+115.0% | $147,586+70.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 20.88% | 19.31%+1.6pp | 18.95%+1.9pp | 578.59%-557.7pp |
| Employer contribution / active EE | $3,500 | $4,937-29.1% | $3,785-7.5% | $4,876-28.2% |
| Participant deferral / active EE | $12,924 | $4,912+163.1% | $3,929+228.9% | $5,439+137.6% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |