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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 | $699,361 | $97,289+618.9% | $92,805+653.6% | $155,188+350.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 13.39% | 29.03%-15.6pp | 31.59%-18.2pp | 148.84%-135.4pp |
| Employer contribution / active EE | $2,908 | $3,632-19.9% | $3,424-15.1% | $4,248-31.5% |
| Participant deferral / active EE | $11,169 | $8,795+27.0% | $8,448+32.2% | $6,531+71.0% |
| Admin fee / account holder | $6 | $12,015-99.9% | $10,911-99.9% | $14,480-100.0% |