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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 | $442,572 | $157,304+181.3% | $141,197+213.4% | $152,909+189.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.70% | 64.34%-37.6pp | 71.41%-44.7pp | 345.46%-318.8pp |
| Employer contribution / active EE | $4,546 | $5,263-13.6% | $4,736-4.0% | $4,764-4.6% |
| Participant deferral / active EE | $15,606 | $7,111+119.5% | $6,710+132.6% | $5,851+166.7% |
| Admin fee / account holder | $54 | $12,126-99.6% | $10,265-99.5% | $11,601-99.5% |