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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 | $413,390 | $132,634+211.7% | $115,768+257.1% | $137,256+201.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.4%+14.5pp | 80.0%+8.9pp |
| Annual return | 21.57% | 160.70%-139.1pp | 100.46%-78.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,406 | $3,360+1.4% | $2,940+15.9% | $4,156-18.0% |
| Participant deferral / active EE | $5,322 | $5,619-5.3% | $4,917+8.2% | $6,407-16.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |