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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 | $316,381 | $148,629+112.9% | $135,982+132.7% | $139,487+126.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.38% | 79.33%-62.9pp | 68.32%-51.9pp | 373.84%-357.5pp |
| Employer contribution / active EE | $20,424 | $5,247+289.3% | $4,859+320.3% | $4,755+329.5% |
| Participant deferral / active EE | $5,657 | $8,102-30.2% | $7,760-27.1% | $6,713-15.7% |
| Admin fee / account holder | $176 | $12,406-98.6% | $10,767-98.4% | $11,407-98.5% |