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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 | $507,913 | $124,346+308.5% | $111,308+356.3% | $167,536+203.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 35.52% | 37.45%-1.9pp | 54.67%-19.1pp | 478.82%-443.3pp |
| Employer contribution / active EE | $5,012 | $3,437+45.8% | $2,732+83.5% | $4,839+3.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |