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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 | $534,749 | $148,629+259.8% | $135,982+293.2% | $139,487+283.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.57% | 79.33%-64.8pp | 68.32%-53.7pp | 373.84%-359.3pp |
| Employer contribution / active EE | $4,733 | $5,247-9.8% | $4,859-2.6% | $4,755-0.5% |
| Participant deferral / active EE | $25,985 | $8,102+220.7% | $7,760+234.9% | $6,713+287.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |