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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 | $294,463 | $211,239+39.4% | $178,528+64.9% | $145,877+101.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.43% | 30.22%-12.8pp | 27.11%-9.7pp | 551.28%-533.9pp |
| Employer contribution / active EE | $12,626 | $4,570+176.3% | $3,950+219.6% | $4,663+170.8% |
| Participant deferral / active EE | $6,100 | $6,963-12.4% | $6,278-2.8% | $6,691-8.8% |
| Admin fee / account holder | $171 | $12,095-98.6% | $10,419-98.4% | $13,402-98.7% |