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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 | $296,737 | $141,004+110.4% | $112,273+164.3% | $139,466+112.8% |
| Participation rate | 92.3% | 79.2%+13.1pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 19.59% | 32.75%-13.2pp | 30.23%-10.6pp | 373.66%-354.1pp |
| Employer contribution / active EE | $13,649 | $4,285+218.5% | $3,431+297.8% | $4,754+187.1% |
| Participant deferral / active EE | $13,215 | $5,878+124.8% | $4,800+175.3% | $6,712+96.9% |
| Admin fee / account holder | $192 | $9,959-98.1% | $7,752-97.5% | $11,409-98.3% |