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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 | $419,085 | $172,111+143.5% | $150,298+178.8% | $137,256+205.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.12% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $5,600 | $4,636+20.8% | $4,154+34.8% | $4,156+34.7% |
| Participant deferral / active EE | $26,000 | $6,166+321.7% | $5,453+376.8% | $6,407+305.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |