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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 | $352,472 | $228,352+54.4% | $185,835+89.7% | $158,966+121.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.20% | 40.81%-34.6pp | 35.96%-29.8pp | 302.95%-296.8pp |
| Employer contribution / active EE | $12,003 | $4,967+141.7% | $4,087+193.7% | $4,762+152.0% |
| Participant deferral / active EE | $4,666 | $6,416-27.3% | $5,633-17.2% | $5,983-22.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |