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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 | $270,988 | $118,467+128.7% | $98,450+175.3% | $139,456+94.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.00% | 18.95%-2.9pp | 21.16%-5.2pp | 373.45%-357.4pp |
| Employer contribution / active EE | $1,412 | $3,611-60.9% | $3,049-53.7% | $4,753-70.3% |
| Participant deferral / active EE | $11,579 | $5,393+114.7% | $4,739+144.4% | $6,711+72.5% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |