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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 | $286,115 | $99,053+188.9% | $88,179+224.5% | $138,895+106.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.69% | 78.17%-63.5pp | 64.97%-50.3pp | 145.39%-130.7pp |
| Employer contribution / active EE | $4,334 | $2,882+50.4% | $2,549+70.0% | $4,194+3.3% |
| Participant deferral / active EE | $18,066 | $5,225+245.7% | $4,614+291.6% | $6,396+182.4% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |