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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 | $352,904 | $115,225+206.3% | $100,712+250.4% | $138,895+154.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.70% | 40.35%-25.7pp | 33.27%-18.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $8,812 | $2,771+218.0% | $2,313+281.0% | $4,194+110.1% |
| Participant deferral / active EE | $18,000 | $4,699+283.0% | $4,085+340.6% | $6,396+181.4% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |