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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 | $102,609+581.6% | $98,090+613.0% | $138,895+403.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 13.39% | 36.44%-23.1pp | 37.05%-23.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,908 | $3,867-24.8% | $3,606-19.4% | $4,194-30.7% |
| Participant deferral / active EE | $11,169 | $8,167+36.8% | $7,845+42.4% | $6,396+74.6% |
| Admin fee / account holder | $6 | $11,434-99.9% | $11,815-99.9% | $12,562-100.0% |