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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 | $287,763 | $157,304+82.9% | $141,197+103.8% | $152,909+88.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.43% | 64.34%-41.9pp | 71.41%-49.0pp | 345.46%-323.0pp |
| Employer contribution / active EE | $11,550 | $5,263+119.5% | $4,736+143.9% | $4,764+142.5% |
| Participant deferral / active EE | $11,346 | $7,111+59.6% | $6,710+69.1% | $5,851+93.9% |
| Admin fee / account holder | -$378 | $12,126-103.1% | $10,265-103.7% | $11,601-103.3% |