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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 | $387,795 | $107,666+260.2% | $102,184+279.5% | $154,746+150.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.64% | 29.33%-12.7pp | 31.58%-14.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $13,500 | $3,846+251.0% | $3,594+275.7% | $4,379+208.3% |
| Participant deferral / active EE | $16,100 | $8,719+84.6% | $8,309+93.8% | $6,730+139.2% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |