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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 | $351,608 | $208,088+69.0% | $186,193+88.8% | $154,746+127.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.16% | 89.97%-71.8pp | 78.03%-59.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,893 | $4,340-56.4% | $3,918-51.7% | $4,379-56.8% |
| Participant deferral / active EE | $10,247 | $7,078+44.8% | $6,513+57.3% | $6,730+52.2% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |