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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 | $381,742 | $148,629+156.8% | $135,982+180.7% | $139,487+173.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.14% | 79.33%-62.2pp | 68.32%-51.2pp | 373.84%-356.7pp |
| Employer contribution / active EE | $1,507 | $5,247-71.3% | $4,859-69.0% | $4,755-68.3% |
| Participant deferral / active EE | $16,969 | $8,102+109.4% | $7,760+118.7% | $6,713+152.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |