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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 | $265,804 | $97,125+173.7% | $86,233+208.2% | $137,256+93.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 28.62% | 74.19%-45.6pp | 61.39%-32.8pp | 220.34%-191.7pp |
| Employer contribution / active EE | $3,986 | $2,841+40.3% | $2,504+59.2% | $4,156-4.1% |
| Participant deferral / active EE | $5,830 | $5,180+12.6% | $4,559+27.9% | $6,407-9.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |