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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 | $472,109 | $197,819+138.7% | $155,789+203.0% | $125,389+276.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 3.56% | 86.73%-83.2pp | 71.54%-68.0pp | 282.24%-278.7pp |
| Employer contribution / active EE | $6,382 | $4,850+31.6% | $3,839+66.2% | $4,866+31.1% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |