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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 | $270,719 | $185,905+45.6% | $170,057+59.2% | $139,487+94.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.08% | 60.56%-43.5pp | 53.42%-36.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $3,500 | $7,597-53.9% | $6,790-48.5% | $4,755-26.4% |
| Participant deferral / active EE | $21,133 | $11,627+81.8% | $10,411+103.0% | $6,713+214.8% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |