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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 | $406,180 | $162,529+149.9% | $130,788+210.6% | $154,746+162.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.61% | 510.48%-499.9pp | 386.44%-375.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $2,893 | $4,447-34.9% | $3,558-18.7% | $4,379-33.9% |
| Participant deferral / active EE | $8,950 | $4,808+86.1% | $4,137+116.3% | $6,730+33.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |