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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 | $272,050 | $115,814+134.9% | $101,275+168.6% | $158,982+71.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.29% | 56.16%-39.9pp | 46.48%-30.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $2,687 | $4,176-35.7% | $3,660-26.6% | $4,763-43.6% |
| Participant deferral / active EE | $14,157 | $4,958+185.5% | $4,371+223.9% | $5,983+136.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |