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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 | $255,882 | $106,247+140.8% | $96,515+165.1% | $139,466+83.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.54% | 38.47%-18.9pp | 35.73%-16.2pp | 373.66%-354.1pp |
| Employer contribution / active EE | $4,152 | $4,106+1.1% | $3,740+11.0% | $4,754-12.7% |
| Participant deferral / active EE | $22,233 | $5,456+307.5% | $4,880+355.6% | $6,712+231.3% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |