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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 | $373,109 | $111,535+234.5% | $105,223+254.6% | $137,256+171.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.89% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $9,223 | $3,939+134.1% | $3,689+150.0% | $4,156+121.9% |
| Participant deferral / active EE | $16,887 | $5,500+207.0% | $5,072+233.0% | $6,407+163.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |