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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 | $305,000 | $228,352+33.6% | $185,827+64.1% | $158,950+91.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.00% | 40.81%-15.8pp | 35.96%-11.0pp | 302.91%-277.9pp |
| Employer contribution / active EE | $5,000 | $4,967+0.7% | $4,087+22.3% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |