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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 | $334,393 | $114,119+193.0% | $107,187+212.0% | $138,895+140.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.82% | 273.21%-259.4pp | 204.55%-190.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $19,806 | $4,059+388.0% | $3,782+423.6% | $4,194+372.2% |
| Participant deferral / active EE | $17,022 | $5,538+207.4% | $5,096+234.0% | $6,396+166.1% |
| Admin fee / account holder | $115 | $10,024-98.9% | $9,162-98.7% | $12,562-99.1% |