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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 | $363,797 | $172,111+111.4% | $150,298+142.1% | $137,256+165.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.17% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $4,167 | $4,636-10.1% | $4,154+0.3% | $4,156+0.3% |
| Participant deferral / active EE | $18,167 | $6,166+194.6% | $5,453+233.2% | $6,407+183.6% |
| Admin fee / account holder | $3 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |