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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 | $283,777 | $114,119+148.7% | $107,187+164.7% | $138,895+104.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.52% | 273.21%-255.7pp | 204.55%-187.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $28,256 | $4,059+596.2% | $3,782+647.1% | $4,194+573.7% |
| Participant deferral / active EE | $12,413 | $5,538+124.1% | $5,096+143.6% | $6,396+94.1% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |