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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 | $370,172 | $138,385+167.5% | $184,200+101.0% | $80,874+357.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 86.8%-3.5pp | 67.6%+15.7pp |
| Annual return | 22.51% | 20.02%+2.5pp | 28.80%-6.3pp | 35.62%-13.1pp |
| Employer contribution / active EE | $29,464 | $4,849+507.6% | $6,424+358.7% | $2,756+969.2% |
| Participant deferral / active EE | $18,988 | $7,073+168.5% | $9,132+107.9% | $4,297+341.9% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,907-100.0% | $6,935-100.0% |