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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 | $532,500 | $161,352+230.0% | $134,172+296.9% | $137,256+288.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 32.79% | 28.72%+4.1pp | 25.30%+7.5pp | 220.34%-187.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,000 | $5,552-28.0% | $4,690-14.7% | $6,407-37.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |