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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 | $329,980 | $105,145+213.8% | $94,664+248.6% | $139,466+136.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 14.95% | 38.09%-23.1pp | 156.84%-141.9pp | 373.66%-358.7pp |
| Employer contribution / active EE | $2,857 | $4,107-30.4% | $3,673-22.2% | $4,754-39.9% |
| Participant deferral / active EE | $6,000 | $7,599-21.0% | $7,417-19.1% | $6,712-10.6% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |