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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 | $333,751 | $161,352+106.8% | $134,172+148.7% | $137,256+143.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.39% | 28.72%-11.3pp | 25.30%-7.9pp | 220.34%-203.0pp |
| Employer contribution / active EE | $16,892 | $4,099+312.1% | $3,420+393.9% | $4,156+306.4% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $26 | $15,028-99.8% | $12,016-99.8% | $12,270-99.8% |