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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 | $437,510 | $100,203+336.6% | $85,240+413.3% | $145,897+199.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.83% | 84.28%-65.5pp | 66.75%-47.9pp | 552.29%-533.5pp |
| Employer contribution / active EE | $2,832 | $3,242-12.7% | $2,735+3.5% | $4,663-39.3% |
| Participant deferral / active EE | $8,600 | $5,299+62.3% | $4,527+90.0% | $6,689+28.6% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |