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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 | $343,698 | $183,592+87.2% | $155,574+120.9% | $145,877+135.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.51% | 61.37%-43.9pp | 64.87%-47.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $4,278 | $5,317-19.5% | $4,676-8.5% | $4,663-8.3% |
| Participant deferral / active EE | $10,155 | $6,466+57.1% | $5,629+80.4% | $6,691+51.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |