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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 | $162,136+116.1% | $152,301+130.1% | $154,746+126.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.85% | 91.02%-75.2pp | 80.50%-64.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,575 | $8,341+98.7% | $8,004+107.1% | $6,730+146.3% |
| Admin fee / account holder | $31 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |