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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 | $469,966 | $117,895+298.6% | $102,460+358.7% | $145,897+222.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 9.00% | 31.92%-22.9pp | 29.47%-20.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $5,365 | $3,619+48.3% | $3,025+77.4% | $4,663+15.1% |
| Participant deferral / active EE | $13,794 | $5,736+140.5% | $5,056+172.8% | $6,689+106.2% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |