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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 | $337,463 | $183,516+83.9% | $155,534+117.0% | $145,884+131.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.03% | 61.43%-44.4pp | 64.92%-47.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $3,075 | $5,315-42.1% | $4,675-34.2% | $4,662-34.0% |
| Participant deferral / active EE | $7,890 | $6,467+22.0% | $5,630+40.1% | $6,690+17.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |