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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 | $270,546 | $146,267+85.0% | $197,124+37.2% | $82,448+228.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 22.59% | 29.61%-7.0pp | 44.34%-21.8pp | 41.64%-19.0pp |
| Employer contribution / active EE | $9,227 | $4,723+95.4% | $6,227+48.2% | $2,551+261.7% |
| Participant deferral / active EE | $11,469 | $7,035+63.0% | $9,135+25.6% | $4,139+177.1% |
| Admin fee / account holder | $41 | $14,422-99.7% | $16,298-99.7% | $7,234-99.4% |