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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 | $440,107 | $148,629+196.1% | $135,982+223.7% | $139,487+215.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.11% | 79.33%-57.2pp | 68.32%-46.2pp | 373.84%-351.7pp |
| Employer contribution / active EE | $3,581 | $5,247-31.7% | $4,859-26.3% | $4,755-24.7% |
| Participant deferral / active EE | $6,000 | $8,102-25.9% | $7,760-22.7% | $6,713-10.6% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |