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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 | $272,355 | $106,280+156.3% | $96,538+182.1% | $139,487+95.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 56.64% | 38.48%+18.2pp | 35.74%+20.9pp | 373.84%-317.2pp |
| Employer contribution / active EE | $3,725 | $4,107-9.3% | $3,740-0.4% | $4,755-21.7% |
| Participant deferral / active EE | $11,371 | $5,457+108.4% | $4,880+133.0% | $6,713+69.4% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |