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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 | $413,566 | $178,174+132.1% | $156,181+164.8% | $137,256+201.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.89% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,137 | $4,972-57.0% | $4,294-50.2% | $4,156-48.6% |
| Participant deferral / active EE | $5,238 | $6,888-23.9% | $6,132-14.6% | $6,407-18.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |