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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 | $250,354 | $156,398+60.1% | $147,318+69.9% | $138,895+80.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.69% | 78.75%-61.1pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,173 | $4,853-34.6% | $4,593-30.9% | $4,194-24.4% |
| Participant deferral / active EE | $15,822 | $8,237+92.1% | $7,906+100.1% | $6,396+147.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |