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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 | $490,129 | $142,430+244.1% | $115,170+325.6% | $152,897+220.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.5%+5.0pp |
| Annual return | 22.37% | 41.48%-19.1pp | 35.60%-13.2pp | 345.43%-323.1pp |
| Employer contribution / active EE | $3,255 | $4,011-18.8% | $3,179+2.4% | $4,764-31.7% |
| Participant deferral / active EE | $15,548 | $5,165+201.0% | $4,169+273.0% | $5,851+165.7% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |