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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 | $398,619 | $162,812+144.8% | $133,971+197.5% | $158,966+150.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.23% | 41.94%-32.7pp | 45.09%-35.9pp | 302.95%-293.7pp |
| Employer contribution / active EE | $4,473 | $4,976-10.1% | $3,919+14.1% | $4,762-6.1% |
| Participant deferral / active EE | $19,183 | $5,910+224.6% | $5,047+280.1% | $5,983+220.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |