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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 | $262,265 | $106,749+145.7% | $145,433+80.3% | $82,448+218.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.63% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $8,200 | $3,444+138.1% | $4,554+80.1% | $2,551+221.5% |
| Participant deferral / active EE | $14,501 | $6,519+122.5% | $7,897+83.6% | $4,139+250.3% |
| Admin fee / account holder | $5 | $8,390-99.9% | $13,129-100.0% | $7,234-99.9% |