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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 | $405,973 | $157,304+158.1% | $141,197+187.5% | $152,909+165.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.79% | 64.34%-41.5pp | 71.41%-48.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,500 | $5,263-52.5% | $4,736-47.2% | $4,764-47.5% |
| Participant deferral / active EE | $13,243 | $7,111+86.2% | $6,710+97.4% | $5,851+126.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |