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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 | $258,108 | $176,794+46.0% | $146,647+76.0% | $167,553+54.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.63% | 24.04%-7.4pp | 22.75%-6.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $6,688 | $5,161+29.6% | $4,137+61.7% | $4,840+38.2% |
| Participant deferral / active EE | $19,500 | $6,440+202.8% | $5,506+254.1% | $6,343+207.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |