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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 | $408,071 | $99,053+312.0% | $88,179+362.8% | $138,895+193.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.98% | 78.17%-61.2pp | 64.97%-48.0pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,736 | $2,882-5.1% | $2,549+7.3% | $4,194-34.8% |
| Participant deferral / active EE | $8,867 | $5,225+69.7% | $4,614+92.2% | $6,396+38.6% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |