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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 | $279,526 | $124,336+124.8% | $111,303+151.1% | $167,518+66.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.87% | 37.45%-18.6pp | 54.66%-35.8pp | 478.71%-459.8pp |
| Employer contribution / active EE | $3,886 | $3,436+13.1% | $2,731+42.3% | $4,838-19.7% |
| Participant deferral / active EE | $5,825 | $5,181+12.4% | $4,487+29.8% | $6,342-8.2% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |