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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 | $267,493 | $118,496+125.7% | $98,461+171.7% | $139,466+91.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 18.96%-5.4pp | 21.17%-7.6pp | 373.66%-360.1pp |
| Employer contribution / active EE | $9,533 | $3,611+164.0% | $3,049+212.7% | $4,754+100.5% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |