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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 | $266,799 | $110,379+141.7% | $102,412+160.5% | $145,884+82.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.80% | 24.84%-13.0pp | 24.94%-13.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $30,783 | $4,216+630.1% | $3,870+695.5% | $4,662+560.3% |
| Participant deferral / active EE | $5,625 | $5,622+0.1% | $5,060+11.2% | $6,690-15.9% |
| Admin fee / account holder | $190 | $9,745-98.1% | $8,388-97.7% | $13,392-98.6% |