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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 | $665,923 | $110,410+503.1% | $102,437+550.1% | $145,897+356.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.87% | 24.85%-7.0pp | 24.95%-7.1pp | 552.29%-534.4pp |
| Employer contribution / active EE | $3,576 | $4,217-15.2% | $3,871-7.6% | $4,663-23.3% |
| Participant deferral / active EE | $8,088 | $5,622+43.9% | $5,060+59.8% | $6,689+20.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |