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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 | $436,861 | $197,603+121.1% | $177,827+145.7% | $158,950+174.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.30% | 58.76%-32.5pp | 48.32%-22.0pp | 302.91%-276.6pp |
| Employer contribution / active EE | $5,120 | $6,698-23.6% | $5,918-13.5% | $4,762+7.5% |
| Participant deferral / active EE | $18,803 | $8,404+123.7% | $7,713+143.8% | $5,983+214.3% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |