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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 | $106,864+145.4% | $147,318+78.0% | $82,637+217.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.63% | 27.49%-11.9pp | 70.43%-54.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $8,200 | $3,417+140.0% | $4,593+78.5% | $2,552+221.3% |
| Participant deferral / active EE | $14,501 | $6,496+123.2% | $7,906+83.4% | $4,126+251.5% |
| Admin fee / account holder | $5 | $8,415-99.9% | $13,708-100.0% | $7,339-99.9% |