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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 | $349,792 | $112,112+212.0% | $95,956+264.5% | $158,950+120.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.67% | 171.15%-150.5pp | 91.63%-71.0pp | 302.91%-282.2pp |
| Employer contribution / active EE | $3,520 | $3,199+10.0% | $2,541+38.5% | $4,762-26.1% |
| Participant deferral / active EE | $4,702 | $4,784-1.7% | $4,167+12.9% | $5,983-21.4% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |