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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 | $479,183 | $162,781+194.4% | $133,956+257.7% | $158,931+201.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.40% | 41.94%-30.5pp | 45.09%-33.7pp | 302.86%-291.5pp |
| Employer contribution / active EE | $4,419 | $4,975-11.2% | $3,919+12.8% | $4,761-7.2% |
| Participant deferral / active EE | $10,905 | $5,911+84.5% | $5,048+116.0% | $5,982+82.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |