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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 | $467,054 | $100,970+362.6% | $96,576+383.6% | $137,256+240.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.07% | 38.16%-23.1pp | 38.47%-23.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,983 | $3,809-21.7% | $3,553-16.0% | $4,156-28.2% |
| Participant deferral / active EE | $18,717 | $8,286+125.9% | $7,956+135.2% | $6,407+192.1% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |