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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 | $581,129 | $176,786+228.7% | $146,643+296.3% | $167,536+246.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.35% | 24.04%-10.7pp | 22.75%-9.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $4,057 | $5,161-21.4% | $4,137-1.9% | $4,839-16.2% |
| Participant deferral / active EE | $18,925 | $6,440+193.9% | $5,506+243.7% | $6,342+198.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |