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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 | $408,576 | $114,119+258.0% | $107,187+281.2% | $138,895+194.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.58% | 273.21%-254.6pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $17,015 | $4,059+319.2% | $3,782+349.9% | $4,194+305.7% |
| Participant deferral / active EE | $9,520 | $5,538+71.9% | $5,096+86.8% | $6,396+48.8% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |