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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 | $388,105 | $185,883+108.8% | $170,043+128.2% | $139,466+178.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.72% | 60.54%-48.8pp | 53.40%-41.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $3,862 | $7,596-49.2% | $6,790-43.1% | $4,754-18.8% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |