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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 | $346,711 | $227,399+52.5% | $189,758+82.7% | $198,609+74.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.33% | 61.03%-39.7pp | 52.62%-31.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $8,969 | $5,526+62.3% | $4,767+88.2% | $5,055+77.4% |
| Participant deferral / active EE | $8,031 | $6,837+17.5% | $5,856+37.1% | $6,977+15.1% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |