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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 | $269,736 | $172,111+56.7% | $150,298+79.5% | $137,256+96.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.14% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $6,000 | $4,636+29.4% | $4,154+44.4% | $4,156+44.4% |
| Participant deferral / active EE | $5,792 | $6,166-6.1% | $5,453+6.2% | $6,407-9.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |