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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 | $501,683 | $166,020+202.2% | $164,866+204.3% | $145,959+243.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.26% | 100.08%-90.8pp | 69.97%-60.7pp | 561.95%-552.7pp |
| Employer contribution / active EE | $4,661 | $5,275-11.6% | $4,343+7.3% | $4,6610% |
| Participant deferral / active EE | $15,250 | $6,961+119.1% | $6,033+152.8% | $6,689+128.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |