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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 | $117,846+235.9% | $102,434+286.5% | $145,884+171.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.08% | 31.90%-21.8pp | 29.46%-19.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $4,738 | $3,615+31.1% | $3,023+56.7% | $4,662+1.6% |
| Participant deferral / active EE | $8,508 | $5,733+48.4% | $5,055+68.3% | $6,690+27.2% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |