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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 | $304,566 | $111,535+173.1% | $105,223+189.4% | $137,256+121.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.07% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $15,165 | $3,939+285.0% | $3,689+311.1% | $4,156+264.9% |
| Participant deferral / active EE | $4,902 | $5,500-10.9% | $5,072-3.4% | $6,407-23.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |