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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 | $58,311+391.6% | $81,882+250.1% | $80,959+254.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 28.09% | 41.85%-13.8pp | 779.47%-751.4pp | 35.67%-7.6pp |
| Employer contribution / active EE | $2,229 | $2,347-5.0% | $2,916-23.6% | $2,757-19.2% |
| Participant deferral / active EE | $6,204 | $3,287+88.7% | $4,323+43.5% | $4,300+44.3% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |