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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 | $449,819 | $135,956+230.9% | $123,894+263.1% | $273,972+64.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.21% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $998 | $5,170-80.7% | $4,617-78.4% | $4,869-79.5% |
| Participant deferral / active EE | $8,997 | $6,343+41.8% | $5,984+50.3% | $5,287+70.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |