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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 | $252,876 | $162,529+55.6% | $130,788+93.3% | $154,746+63.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.33% | 510.48%-491.1pp | 386.44%-367.1pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,970 | $4,447-33.2% | $3,558-16.5% | $4,379-32.2% |
| Participant deferral / active EE | $6,400 | $4,808+33.1% | $4,137+54.7% | $6,730-4.9% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |