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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 | $382,502 | $133,981+185.5% | $112,249+240.8% | $134,532+184.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 38.76% | 47.16%-8.4pp | 27.48%+11.3pp | 418.27%-379.5pp |
| Employer contribution / active EE | $2,759 | $4,040-31.7% | $3,636-24.1% | $4,741-41.8% |
| Participant deferral / active EE | $4,194 | $5,292-20.7% | $4,729-11.3% | $6,401-34.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |