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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 | $399,344 | $157,276+153.9% | $141,177+182.9% | $152,885+161.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.60% | 64.33%-37.7pp | 71.40%-44.8pp | 345.39%-318.8pp |
| Employer contribution / active EE | $5,441 | $5,262+3.4% | $4,736+14.9% | $4,763+14.2% |
| Participant deferral / active EE | $13,050 | $7,110+83.5% | $6,710+94.5% | $5,851+123.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |