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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 | $322,060 | $141,001+128.4% | $112,228+187.0% | $139,487+130.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.46% | 32.75%-7.3pp | 30.23%-4.8pp | 373.84%-348.4pp |
| Employer contribution / active EE | $4,726 | $4,285+10.3% | $3,432+37.7% | $4,755-0.6% |
| Participant deferral / active EE | $2,308 | $5,877-60.7% | $4,800-51.9% | $6,713-65.6% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |