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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 | $440,562 | $166,268+165.0% | $165,100+166.8% | $145,897+202.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.45% | 100.52%-76.1pp | 70.21%-45.8pp | 552.29%-527.8pp |
| Employer contribution / active EE | $2,657 | $5,284-49.7% | $4,348-38.9% | $4,663-43.0% |
| Participant deferral / active EE | $8,075 | $6,964+15.9% | $6,035+33.8% | $6,689+20.7% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |