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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 | $107,809+326.6% | $97,032+374.0% | $155,188+196.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 16.92% | 38.06%-21.1pp | 35.38%-18.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $6,490 | $2,911+122.9% | $2,629+146.9% | $4,248+52.8% |
| Participant deferral / active EE | $6,864 | $5,129+33.8% | $4,672+46.9% | $6,531+5.1% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |