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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 | $381,478 | $111,814+241.2% | $103,374+269.0% | $145,959+161.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.84% | 24.77%-13.9pp | 24.89%-14.1pp | 561.95%-551.1pp |
| Employer contribution / active EE | $27,988 | $4,214+564.2% | $3,869+623.3% | $4,661+500.5% |
| Participant deferral / active EE | $18,370 | $5,618+227.0% | $5,058+263.2% | $6,689+174.6% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |