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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 | $454,830 | $157,296+189.2% | $141,191+222.1% | $152,897+197.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.74% | 64.34%-39.6pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $5,469 | $5,262+3.9% | $4,736+15.5% | $4,764+14.8% |
| Participant deferral / active EE | $9,076 | $7,111+27.6% | $6,710+35.3% | $5,851+55.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |