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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 | $369,740 | $157,304+135.0% | $141,197+161.9% | $152,909+141.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.63% | 64.34%-26.7pp | 71.41%-33.8pp | 345.46%-307.8pp |
| Employer contribution / active EE | $5,457 | $5,263+3.7% | $4,736+15.2% | $4,764+14.6% |
| Participant deferral / active EE | $11,141 | $7,111+56.7% | $6,710+66.0% | $5,851+90.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |