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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 | $438,021 | $64,719+576.8% | $112,249+290.2% | $68,486+539.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 36.53% | -11.40%+47.9pp | 27.48%+9.1pp | -7.85%+44.4pp |
| Employer contribution / active EE | $5,666 | $2,747+106.3% | $3,636+55.8% | $2,597+118.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $114 | $5,232-97.8% | $6,412-98.2% | $5,404-97.9% |