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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 | $356,693 | $175,259+103.5% | $149,723+138.2% | $139,487+155.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.33% | 166.82%-149.5pp | 134.50%-117.2pp | 373.84%-356.5pp |
| Employer contribution / active EE | $5,657 | $5,478+3.3% | $4,821+17.3% | $4,755+19.0% |
| Participant deferral / active EE | $12,033 | $6,522+84.5% | $5,682+111.8% | $6,713+79.3% |
| Admin fee / account holder | -$948 | $16,158-105.9% | $13,215-107.2% | $11,407-108.3% |