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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 | $293,102 | $115,225+154.4% | $100,712+191.0% | $138,895+111.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 56.52% | 40.35%+16.2pp | 33.27%+23.2pp | 145.39%-88.9pp |
| Employer contribution / active EE | $3,333 | $2,771+20.3% | $2,313+44.1% | $4,194-20.5% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8 | $10,844-99.9% | $9,256-99.9% | $12,562-99.9% |