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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 | $529,760 | $147,556+259.0% | $129,031+310.6% | $198,609+166.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 5.49% | 37.41%-31.9pp | 34.67%-29.2pp | 202.70%-197.2pp |
| Employer contribution / active EE | $34,857 | $3,645+856.4% | $3,226+980.5% | $5,055+589.5% |
| Participant deferral / active EE | $17,301 | $5,760+200.4% | $5,217+231.6% | $6,977+148.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |