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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 | $391,700 | $110,212+255.4% | $96,534+305.8% | $139,466+180.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.77% | 26.42%-12.7pp | 25.88%-12.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $3,732 | $3,620+3.1% | $2,965+25.8% | $4,754-21.5% |
| Participant deferral / active EE | $10,444 | $5,547+88.3% | $4,851+115.3% | $6,712+55.6% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |