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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 | $295,690 | $162,812+81.6% | $133,971+120.7% | $158,966+86.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.69% | 41.94%-35.3pp | 45.09%-38.4pp | 302.95%-296.3pp |
| Employer contribution / active EE | $2,621 | $4,976-47.3% | $3,919-33.1% | $4,762-45.0% |
| Participant deferral / active EE | $6,850 | $5,910+15.9% | $5,047+35.7% | $5,983+14.5% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |