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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 | $309,578 | $152,619+102.8% | $125,195+147.3% | $152,909+102.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.92% | 54.85%-30.9pp | 43.79%-19.9pp | 345.46%-321.5pp |
| Employer contribution / active EE | $5,590 | $4,947+13.0% | $3,866+44.6% | $4,764+17.3% |
| Participant deferral / active EE | $12,793 | $5,869+118.0% | $4,937+159.1% | $5,851+118.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |