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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 | $387,473 | $96,524+301.4% | $75,900+410.5% | $152,909+153.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 21.99% | 33.93%-11.9pp | 30.73%-8.7pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,833 | $3,311-14.4% | $2,501+13.3% | $4,764-40.5% |
| Participant deferral / active EE | $14,367 | $4,554+215.5% | $3,604+298.7% | $5,851+145.5% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |