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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 | $349,955 | $201,344+73.8% | $184,243+89.9% | $145,877+139.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.01% | 29.01%-17.0pp | 28.82%-16.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,500 | $7,022-78.6% | $6,427-76.7% | $4,663-67.8% |
| Participant deferral / active EE | $24,850 | $9,807+153.4% | $9,132+172.1% | $6,691+271.4% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |