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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 | $816,578 | $161,352+406.1% | $134,172+508.6% | $137,256+494.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.06% | 28.72%-12.7pp | 25.30%-9.2pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,715 | $4,099+15.0% | $3,420+37.9% | $4,156+13.4% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |