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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 | $277,641 | $149,679+85.5% | $117,039+137.2% | $147,586+88.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 22.23% | 19.31%+2.9pp | 18.95%+3.3pp | 578.59%-556.4pp |
| Employer contribution / active EE | $2,500 | $4,937-49.4% | $3,785-33.9% | $4,876-48.7% |
| Participant deferral / active EE | $3,448 | $4,912-29.8% | $3,929-12.3% | $5,439-36.6% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |