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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 | $285,049 | $111,535+155.6% | $105,223+170.9% | $137,256+107.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.37% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $5,416 | $3,939+37.5% | $3,689+46.8% | $4,156+30.3% |
| Participant deferral / active EE | $6,758 | $5,500+22.9% | $5,072+33.2% | $6,407+5.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |