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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 | $286,652 | $58,234+392.2% | $81,783+250.5% | $80,874+254.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 28.09% | 41.70%-13.6pp | 775.05%-747.0pp | 35.62%-7.5pp |
| Employer contribution / active EE | $2,229 | $2,341-4.8% | $2,913-23.5% | $2,756-19.1% |
| Participant deferral / active EE | $6,204 | $3,283+89.0% | $4,320+43.6% | $4,297+44.4% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |