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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 | $421,675 | $148,629+183.7% | $135,982+210.1% | $139,487+202.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.40% | 79.33%-62.9pp | 68.32%-51.9pp | 373.84%-357.4pp |
| Employer contribution / active EE | $8,116 | $5,247+54.7% | $4,859+67.0% | $4,755+70.7% |
| Participant deferral / active EE | $14,456 | $8,102+78.4% | $7,760+86.3% | $6,713+115.4% |
| Admin fee / account holder | $243 | $12,406-98.0% | $10,767-97.7% | $11,407-97.9% |