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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 | $467,133 | $201,344+132.0% | $184,243+153.5% | $145,877+220.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 66.92% | 29.01%+37.9pp | 28.82%+38.1pp | 551.28%-484.4pp |
| Employer contribution / active EE | $2,657 | $7,022-62.2% | $6,427-58.7% | $4,663-43.0% |
| Participant deferral / active EE | $15,843 | $9,807+61.6% | $9,132+73.5% | $6,691+136.8% |
| Admin fee / account holder | $5 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |