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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 | $252,078 | $112,729+123.6% | $98,716+155.4% | $137,256+83.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.86% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,039 | $2,725+121.6% | $2,279+165.0% | $4,156+45.3% |
| Participant deferral / active EE | $7,923 | $4,640+70.7% | $4,048+95.7% | $6,407+23.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |