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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 | $350,028 | $165,351+111.7% | $149,710+133.8% | $158,931+120.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.22% | 348.19%-331.0pp | 276.63%-259.4pp | 302.86%-285.6pp |
| Employer contribution / active EE | $5,000 | $5,103-2.0% | $4,645+7.7% | $4,761+5.0% |
| Participant deferral / active EE | $6,708 | $7,181-6.6% | $6,842-2.0% | $5,982+12.1% |
| Admin fee / account holder | $210 | $10,807-98.1% | $9,309-97.7% | $11,247-98.1% |