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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 | $257,723 | $201,370+28.0% | $184,256+39.9% | $145,897+76.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.22% | 29.05%-13.8pp | 28.85%-13.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,673 | $7,024-76.2% | $6,427-74.0% | $4,663-64.1% |
| Participant deferral / active EE | $16,225 | $9,808+65.4% | $9,133+77.6% | $6,689+142.6% |
| Admin fee / account holder | $212 | $16,364-98.7% | $13,899-98.5% | $13,390-98.4% |