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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 | $344,242 | $162,821+111.4% | $133,978+156.9% | $158,982+116.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.85% | 41.95%-21.1pp | 45.10%-24.2pp | 302.99%-282.1pp |
| Employer contribution / active EE | $4,805 | $4,976-3.4% | $3,919+22.6% | $4,763+0.9% |
| Participant deferral / active EE | $15,540 | $5,910+162.9% | $5,047+207.9% | $5,983+159.7% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |