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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 | $286,711 | $172,111+66.6% | $150,298+90.8% | $137,256+108.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.85% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,181 | $4,636-31.4% | $4,154-23.4% | $4,156-23.5% |
| Participant deferral / active EE | $8,857 | $6,166+43.7% | $5,453+62.4% | $6,407+38.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |