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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 | $123,155+124.3% | $108,753+154.0% | $155,188+78.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.83% | 44.73%-34.9pp | 37.47%-27.6pp | 148.84%-139.0pp |
| Employer contribution / active EE | $3,892 | $2,811+38.4% | $2,427+60.4% | $4,248-8.4% |
| Participant deferral / active EE | $11,623 | $4,623+151.4% | $4,115+182.5% | $6,531+78.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |