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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 | $486,053 | $96,524+403.6% | $75,900+540.4% | $152,909+217.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 19.23% | 33.93%-14.7pp | 30.73%-11.5pp | 345.46%-326.2pp |
| Employer contribution / active EE | $2,613 | $3,311-21.1% | $2,501+4.5% | $4,764-45.1% |
| Participant deferral / active EE | $6,910 | $4,554+51.7% | $3,604+91.8% | $5,851+18.1% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |