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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 | $459,893 | $99,053+364.3% | $88,179+421.5% | $138,895+231.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.92% | 78.17%-61.3pp | 64.97%-48.1pp | 145.39%-128.5pp |
| Employer contribution / active EE | $6,490 | $2,882+125.2% | $2,549+154.6% | $4,194+54.7% |
| Participant deferral / active EE | $6,864 | $5,225+31.4% | $4,614+48.8% | $6,396+7.3% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |