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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 | $371,160 | $196,972+88.4% | $182,262+103.6% | $198,609+86.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.04% | 158.27%-135.2pp | 140.60%-117.6pp | 202.70%-179.7pp |
| Employer contribution / active EE | $22,077 | $5,364+311.6% | $5,046+337.5% | $5,055+336.7% |
| Participant deferral / active EE | $7,345 | $8,643-15.0% | $8,276-11.3% | $6,977+5.3% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |