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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 | $299,670 | $124,425+140.8% | $112,040+167.5% | $137,256+118.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.53% | 24.72%-3.2pp | 24.52%-3.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $12,633 | $3,411+270.3% | $2,954+327.7% | $4,156+204.0% |
| Participant deferral / active EE | $8,524 | $5,718+49.1% | $5,098+67.2% | $6,407+33.0% |
| Admin fee / account holder | $255 | $15,207-98.3% | $12,098-97.9% | $12,270-97.9% |