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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 | $517,947 | $114,119+353.9% | $107,187+383.2% | $138,895+272.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 22.08% | 273.21%-251.1pp | 204.55%-182.5pp | 145.39%-123.3pp |
| Employer contribution / active EE | $3,272 | $4,059-19.4% | $3,782-13.5% | $4,194-22.0% |
| Participant deferral / active EE | $16,816 | $5,538+203.7% | $5,096+230.0% | $6,396+162.9% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |