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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 | $346,634 | $196,972+76.0% | $182,262+90.2% | $198,609+74.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.04% | 158.27%-144.2pp | 140.60%-126.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $3,584 | $5,364-33.2% | $5,046-29.0% | $5,055-29.1% |
| Participant deferral / active EE | $7,507 | $8,643-13.1% | $8,276-9.3% | $6,977+7.6% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |