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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 | $264,661 | $178,174+48.5% | $156,181+69.5% | $137,256+92.8% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 12.69% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $10,000 | $4,972+101.1% | $4,294+132.9% | $4,156+140.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |