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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 | $307,524 | $106,247+189.4% | $96,515+218.6% | $139,466+120.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.55% | 38.47%-23.9pp | 35.73%-21.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $5,363 | $4,106+30.6% | $3,740+43.4% | $4,754+12.8% |
| Participant deferral / active EE | $14,563 | $5,456+166.9% | $4,880+198.4% | $6,712+117.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |