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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 | $107,666+333.8% | $102,184+357.1% | $154,746+201.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.07% | 29.33%-14.3pp | 31.58%-16.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,983 | $3,846-22.4% | $3,594-17.0% | $4,379-31.9% |
| Participant deferral / active EE | $18,717 | $8,719+114.7% | $8,309+125.3% | $6,730+178.1% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |