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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 | $371,390 | $157,304+136.1% | $141,197+163.0% | $152,909+142.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.53% | 64.34%-41.8pp | 71.41%-48.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,463 | $5,263-72.2% | $4,736-69.1% | $4,764-69.3% |
| Participant deferral / active EE | $9,118 | $7,111+28.2% | $6,710+35.9% | $5,851+55.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |