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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 | $347,491 | $161,352+115.4% | $134,172+159.0% | $137,256+153.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 20.22% | 28.72%-8.5pp | 25.30%-5.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,353 | $4,099-18.2% | $3,420-2.0% | $4,156-19.3% |
| Participant deferral / active EE | $17,288 | $5,552+211.4% | $4,690+268.6% | $6,407+169.8% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |