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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 | $351,023 | $197,603+77.6% | $177,827+97.4% | $158,950+120.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.29% | 58.76%-39.5pp | 48.32%-29.0pp | 302.91%-283.6pp |
| Employer contribution / active EE | $23,387 | $6,698+249.2% | $5,918+295.2% | $4,762+391.1% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $124 | $15,402-99.2% | $12,429-99.0% | $11,248-98.9% |