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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 | $311,433 | $108,912+186.0% | $100,383+210.2% | $145,959+113.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.98% | 57.96%-43.0pp | 49.26%-34.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $4,718 | $4,423+6.7% | $3,944+19.6% | $4,661+1.2% |
| Participant deferral / active EE | $8,500 | $8,451+0.6% | $8,086+5.1% | $6,689+27.1% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |