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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 | $266,944 | $183,516+45.5% | $155,534+71.6% | $145,884+83.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.94% | 61.43%-41.5pp | 64.92%-45.0pp | 551.85%-531.9pp |
| Employer contribution / active EE | $1,953 | $5,315-63.3% | $4,675-58.2% | $4,662-58.1% |
| Participant deferral / active EE | $19,490 | $6,467+201.4% | $5,630+246.2% | $6,690+191.3% |
| Admin fee / account holder | $209 | $19,293-98.9% | $15,900-98.7% | $13,392-98.4% |