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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 | $465,913 | $209,336+122.6% | $197,124+136.4% | $137,256+239.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.58% | 48.09%-30.5pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,460 | $6,591-47.5% | $6,227-44.4% | $4,156-16.7% |
| Participant deferral / active EE | $9,120 | $9,614-5.1% | $9,135-0.2% | $6,407+42.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |