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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 | $314,208 | $115,814+171.3% | $101,275+210.3% | $158,982+97.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.45% | 56.16%-38.7pp | 46.48%-29.0pp | 302.99%-285.5pp |
| Employer contribution / active EE | $3,262 | $4,176-21.9% | $3,660-10.9% | $4,763-31.5% |
| Participant deferral / active EE | $12,114 | $4,958+144.3% | $4,371+177.2% | $5,983+102.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |