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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 | $268,073 | $101,618+163.8% | $93,063+188.1% | $137,256+95.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.36% | 223.95%-205.6pp | 34.15%-15.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $547 | $2,707-79.8% | $2,476-77.9% | $4,156-86.8% |
| Participant deferral / active EE | $1,232 | $4,279-71.2% | $3,958-68.9% | $6,407-80.8% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |