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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 | $376,222 | $211,288+78.1% | $178,540+110.7% | $145,884+157.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.16% | 30.27%-10.1pp | 27.15%-7.0pp | 551.85%-531.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $26,000 | $6,967+273.2% | $6,281+314.0% | $6,690+288.7% |
| Admin fee / account holder | $60 | $12,105-99.5% | $10,424-99.4% | $13,392-99.6% |