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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 | $453,059 | $152,619+196.9% | $125,195+261.9% | $152,909+196.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.96% | 54.85%-30.9pp | 43.79%-19.8pp | 345.46%-321.5pp |
| Employer contribution / active EE | $5,446 | $4,947+10.1% | $3,866+40.9% | $4,764+14.3% |
| Participant deferral / active EE | $8,643 | $5,869+47.3% | $4,937+75.1% | $5,851+47.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |