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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 | $278,765 | $166,242+67.7% | $165,071+68.9% | $145,884+91.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.32% | 100.44%-82.1pp | 70.17%-51.9pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,944 | $5,283-44.3% | $4,347-32.3% | $4,662-36.8% |
| Participant deferral / active EE | $17,000 | $6,964+144.1% | $6,035+181.7% | $6,690+154.1% |
| Admin fee / account holder | $2 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |