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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 | $294,142 | $157,296+87.0% | $141,191+108.3% | $152,897+92.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.95% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $5,593 | $5,262+6.3% | $4,736+18.1% | $4,764+17.4% |
| Participant deferral / active EE | $15,750 | $7,111+121.5% | $6,710+134.7% | $5,851+169.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |