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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 | $279,526 | $157,296+77.7% | $141,191+98.0% | $152,897+82.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.14% | 64.34%-44.2pp | 71.41%-51.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $6,762 | $5,262+28.5% | $4,736+42.8% | $4,764+42.0% |
| Participant deferral / active EE | $4,189 | $7,111-41.1% | $6,710-37.6% | $5,851-28.4% |
| Admin fee / account holder | $37 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |