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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 | $392,736 | $149,741+162.3% | $118,914+230.3% | $158,982+147.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 20.14% | 19.94%+0.2pp | 35.89%-15.7pp | 302.99%-282.8pp |
| Employer contribution / active EE | $2,500 | $4,119-39.3% | $3,264-23.4% | $4,763-47.5% |
| Participant deferral / active EE | $3,756 | $5,226-28.1% | $4,266-12.0% | $5,983-37.2% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |