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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 | $276,196 | $115,225+139.7% | $100,712+174.2% | $138,895+98.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 9.83% | 40.35%-30.5pp | 33.27%-23.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $3,892 | $2,771+40.4% | $2,313+68.3% | $4,194-7.2% |
| Participant deferral / active EE | $11,623 | $4,699+147.3% | $4,085+184.5% | $6,396+81.7% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |