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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 | $350,405 | $196,972+77.9% | $182,262+92.3% | $198,609+76.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.85% | 158.27%-142.4pp | 140.60%-124.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $16,575 | $8,643+91.8% | $8,276+100.3% | $6,977+137.6% |
| Admin fee / account holder | $31 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |