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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 | $359,872 | $178,174+102.0% | $156,181+130.4% | $137,256+162.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.01% | 84.19%-63.2pp | 64.87%-43.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,378 | $4,972-52.2% | $4,294-44.6% | $4,156-42.8% |
| Participant deferral / active EE | $11,566 | $6,888+67.9% | $6,132+88.6% | $6,407+80.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |