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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 | $274,200 | $105,158+160.7% | $94,672+189.6% | $139,487+96.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.36% | 38.11%-18.7pp | 156.89%-137.5pp | 373.84%-354.5pp |
| Employer contribution / active EE | $3,267 | $4,107-20.5% | $3,673-11.1% | $4,755-31.3% |
| Participant deferral / active EE | $8,365 | $7,599+10.1% | $7,417+12.8% | $6,713+24.6% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |