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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 | $417,259 | $117,426+255.3% | $99,470+319.5% | $152,885+172.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 20.17% | 31.87%-11.7pp | 30.72%-10.6pp | 345.39%-325.2pp |
| Employer contribution / active EE | $3,368 | $3,014+11.8% | $2,540+32.6% | $4,763-29.3% |
| Participant deferral / active EE | $25,609 | $4,086+526.7% | $3,619+607.7% | $5,851+337.7% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |