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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 | $292,575 | $165,361+76.9% | $149,715+95.4% | $158,950+84.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.15% | 348.24%-336.1pp | 276.66%-264.5pp | 302.91%-290.8pp |
| Employer contribution / active EE | $2,204 | $5,103-56.8% | $4,645-52.5% | $4,762-53.7% |
| Participant deferral / active EE | $2,755 | $7,182-61.6% | $6,842-59.7% | $5,983-53.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |