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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 | $258,050 | $127,779+102.0% | $106,551+142.2% | $167,518+54.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.47% | 33.87%-13.4pp | 26.80%-6.3pp | 478.71%-458.2pp |
| Employer contribution / active EE | $4,279 | $3,427+24.9% | $2,819+51.8% | $4,838-11.6% |
| Participant deferral / active EE | $9,087 | $5,088+78.6% | $4,398+106.6% | $6,342+43.3% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,408-100.0% | $12,312-100.0% |