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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 | $285,688 | $232,540+22.9% | $185,117+54.3% | $147,586+93.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.91% | 43.03%-33.1pp | 40.50%-30.6pp | 578.59%-568.7pp |
| Employer contribution / active EE | $6,719 | $5,195+29.3% | $4,182+60.7% | $4,876+37.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |