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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 | $339,034 | $157,304+115.5% | $141,197+140.1% | $152,909+121.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.86% | 64.34%-37.5pp | 71.41%-44.5pp | 345.46%-318.6pp |
| Employer contribution / active EE | $1,097 | $5,263-79.2% | $4,736-76.8% | $4,764-77.0% |
| Participant deferral / active EE | $12,333 | $7,111+73.4% | $6,710+83.8% | $5,851+110.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |