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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 | $162,821+194.3% | $133,978+257.7% | $158,982+201.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.40% | 41.95%-30.6pp | 45.10%-33.7pp | 302.99%-291.6pp |
| Employer contribution / active EE | $4,419 | $4,976-11.2% | $3,919+12.8% | $4,763-7.2% |
| Participant deferral / active EE | $10,905 | $5,910+84.5% | $5,047+116.0% | $5,983+82.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |