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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 | $454,375 | $161,352+181.6% | $134,172+238.7% | $137,256+231.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.13% | 28.72%-11.6pp | 25.30%-8.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,443 | $4,099+32.8% | $3,420+59.2% | $4,156+31.0% |
| Participant deferral / active EE | $2,896 | $5,552-47.8% | $4,690-38.3% | $6,407-54.8% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |