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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 | $482,588 | $197,637+144.2% | $177,848+171.3% | $158,982+203.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.85% | 58.77%-29.9pp | 48.33%-19.5pp | 302.99%-274.1pp |
| Employer contribution / active EE | $6,760 | $6,698+0.9% | $5,919+14.2% | $4,763+41.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |