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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 | $476,667 | $157,304+203.0% | $141,197+237.6% | $152,909+211.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.23% | 64.34%-46.1pp | 71.41%-53.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $10,000 | $5,263+90.0% | $4,736+111.1% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $120 | $12,126-99.0% | $10,265-98.8% | $11,601-99.0% |