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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 | $584,325 | $138,312+322.5% | $122,979+375.1% | $155,188+276.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.43% | 22.06%-6.6pp | 20.12%-4.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $3,171 | $3,530-10.2% | $3,062+3.5% | $4,248-25.4% |
| Participant deferral / active EE | $18,979 | $5,592+239.4% | $5,003+279.3% | $6,531+190.6% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |