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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 | $361,148 | $183,516+96.8% | $155,534+132.2% | $145,884+147.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.00% | 61.43%-40.4pp | 64.92%-43.9pp | 551.85%-530.9pp |
| Employer contribution / active EE | $5,172 | $5,315-2.7% | $4,675+10.6% | $4,662+10.9% |
| Participant deferral / active EE | $6,688 | $6,467+3.4% | $5,630+18.8% | $6,6900% |
| Admin fee / account holder | $11 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |