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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 | $367,652 | $166,020+121.5% | $164,866+123.0% | $145,959+151.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.66% | 100.08%-83.4pp | 69.97%-53.3pp | 561.95%-545.3pp |
| Employer contribution / active EE | $4,960 | $5,275-6.0% | $4,343+14.2% | $4,661+6.4% |
| Participant deferral / active EE | $2,360 | $6,961-66.1% | $6,033-60.9% | $6,689-64.7% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |