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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 | $362,804 | $107,368+237.9% | $92,915+290.5% | $152,909+137.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.96% | 145.64%-127.7pp | 109.45%-91.5pp | 345.46%-327.5pp |
| Employer contribution / active EE | $3,248 | $4,222-23.1% | $3,653-11.1% | $4,764-31.8% |
| Participant deferral / active EE | $13,852 | $4,848+185.7% | $4,238+226.8% | $5,851+136.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |