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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 | $395,857 | $117,895+235.8% | $102,460+286.4% | $145,897+171.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.08% | 31.92%-21.8pp | 29.47%-19.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $4,738 | $3,619+30.9% | $3,025+56.6% | $4,663+1.6% |
| Participant deferral / active EE | $8,508 | $5,736+48.3% | $5,056+68.3% | $6,689+27.2% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |