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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 | $308,198 | $124,980+146.6% | $108,359+184.4% | $154,746+99.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.47% | 45.00%-30.5pp | 36.89%-22.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $10,188 | $2,851+257.4% | $2,399+324.6% | $4,379+132.7% |
| Participant deferral / active EE | $9,340 | $4,743+96.9% | $4,137+125.8% | $6,730+38.8% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |