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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 | $294,039 | $135,956+116.3% | $123,894+137.3% | $273,972+7.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.71% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,944 | $5,170-43.0% | $4,617-36.2% | $4,869-39.5% |
| Participant deferral / active EE | $18,572 | $6,343+192.8% | $5,984+210.3% | $5,287+251.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |