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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 | $265,213 | $157,276+68.6% | $141,177+87.9% | $152,885+73.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.52% | 64.33%-39.8pp | 71.40%-46.9pp | 345.39%-320.9pp |
| Employer contribution / active EE | $5,904 | $5,262+12.2% | $4,736+24.7% | $4,763+24.0% |
| Participant deferral / active EE | $4,903 | $7,110-31.1% | $6,710-26.9% | $5,851-16.2% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |