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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 | $996,934 | $167,415+495.5% | $140,514+609.5% | $198,609+402.0% |
| Participation rate | 93.8% | 80.9%+12.9pp | 77.8%+16.0pp | 82.4%+11.4pp |
| Annual return | 8.65% | 13.85%-5.2pp | 14.36%-5.7pp | 202.70%-194.1pp |
| Employer contribution / active EE | $42,467 | $4,088+938.9% | $3,378+1157.0% | $5,055+740.0% |
| Participant deferral / active EE | $4,323 | $5,579-22.5% | $4,919-12.1% | $6,977-38.0% |
| Admin fee / account holder | $33 | $16,730-99.8% | $13,697-99.8% | $19,030-99.8% |