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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 | $375,328 | $196,972+90.5% | $182,262+105.9% | $198,609+89.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.88% | 158.27%-144.4pp | 140.60%-126.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $4,805 | $5,364-10.4% | $5,046-4.8% | $5,055-5.0% |
| Participant deferral / active EE | $22,989 | $8,643+166.0% | $8,276+177.8% | $6,977+229.5% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |