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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 | $321,266 | $157,296+104.2% | $141,191+127.5% | $152,897+110.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.54% | 64.34%-44.8pp | 71.41%-51.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $13,566 | $5,262+157.8% | $4,736+186.5% | $4,764+184.8% |
| Participant deferral / active EE | $5,686 | $7,111-20.0% | $6,710-15.3% | $5,851-2.8% |
| Admin fee / account holder | $17 | $12,125-99.9% | $10,264-99.8% | $11,599-99.9% |