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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 | $744,773 | $141,004+428.2% | $112,273+563.4% | $139,456+434.1% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 18.47% | 32.75%-14.3pp | 30.23%-11.8pp | 373.45%-355.0pp |
| Employer contribution / active EE | $3,226 | $4,285-24.7% | $3,431-6.0% | $4,753-32.1% |
| Participant deferral / active EE | $15,882 | $5,878+170.2% | $4,800+230.9% | $6,711+136.6% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |