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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 | $398,578 | $91,559+335.3% | $133,978+197.5% | $79,856+399.1% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 12.12% | 61.85%-49.7pp | 45.10%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,210 | $2,384+76.6% | $3,919+7.4% | $2,471+70.4% |
| Participant deferral / active EE | $8,453 | $3,734+126.4% | $5,047+67.5% | $3,741+126.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |