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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 | $303,459 | $94,749+220.3% | $112,899+168.8% | $139,456+117.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.47% | 40.92%-23.4pp | 34.11%-16.6pp | 373.45%-356.0pp |
| Employer contribution / active EE | $6,882 | $4,630+48.6% | $4,566+50.7% | $4,753+44.8% |
| Participant deferral / active EE | $13,691 | $6,517+110.1% | $6,516+110.1% | $6,711+104.0% |
| Admin fee / account holder | $20 | $8,530-99.8% | $7,047-99.7% | $11,407-99.8% |