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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 | $419,961 | $112,729+272.5% | $98,716+325.4% | $137,256+206.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.76% | 38.48%-20.7pp | 31.81%-14.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $8,088 | $2,725+196.8% | $2,279+254.9% | $4,156+94.6% |
| Participant deferral / active EE | $11,451 | $4,640+146.8% | $4,048+182.9% | $6,407+78.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |