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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 | $356,335 | $117,846+202.4% | $102,434+247.9% | $145,884+144.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 17.59% | 31.90%-14.3pp | 29.46%-11.9pp | 551.85%-534.3pp |
| Employer contribution / active EE | $2,611 | $3,615-27.8% | $3,023-13.6% | $4,662-44.0% |
| Participant deferral / active EE | $5,570 | $5,733-2.8% | $5,055+10.2% | $6,690-16.7% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |