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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 | $373,734 | $228,395+63.6% | $185,861+101.1% | $158,982+135.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 68.69% | 40.82%+27.9pp | 35.96%+32.7pp | 302.99%-234.3pp |
| Employer contribution / active EE | $14,278 | $4,968+187.4% | $4,088+249.3% | $4,763+199.8% |
| Participant deferral / active EE | $8,667 | $6,417+35.1% | $5,634+53.8% | $5,983+44.8% |
| Admin fee / account holder | $4 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |