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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 | $107,809+278.5% | $97,032+320.6% | $155,188+163.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 16.98% | 38.06%-21.1pp | 35.38%-18.4pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,736 | $2,911-6.0% | $2,629+4.1% | $4,248-35.6% |
| Participant deferral / active EE | $8,867 | $5,129+72.9% | $4,672+89.8% | $6,531+35.8% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |