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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 | $254,687 | $165,399+54.0% | $149,745+70.1% | $158,982+60.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.82% | 348.34%-330.5pp | 276.72%-258.9pp | 302.99%-285.2pp |
| Employer contribution / active EE | $2,392 | $5,105-53.1% | $4,646-48.5% | $4,763-49.8% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $39 | $10,811-99.6% | $9,312-99.6% | $11,252-99.7% |