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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 | $290,265 | $124,980+132.2% | $108,359+167.9% | $154,746+87.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.46% | 45.00%-23.5pp | 36.89%-15.4pp | 172.34%-150.9pp |
| Employer contribution / active EE | $4,955 | $2,851+73.8% | $2,399+106.5% | $4,379+13.1% |
| Participant deferral / active EE | $12,541 | $4,743+164.4% | $4,137+203.2% | $6,730+86.3% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |