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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 | $274,020 | $110,212+148.6% | $96,534+183.9% | $139,466+96.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.41% | 26.42%-13.0pp | 25.88%-12.5pp | 373.66%-360.3pp |
| Employer contribution / active EE | $10,857 | $3,620+199.9% | $2,965+266.1% | $4,754+128.4% |
| Participant deferral / active EE | $10,185 | $5,547+83.6% | $4,851+110.0% | $6,712+51.7% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |