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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 | $358,892 | $157,296+128.2% | $141,191+154.2% | $152,897+134.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.34% | 64.34%-39.0pp | 71.41%-46.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $2,081 | $5,262-60.5% | $4,736-56.1% | $4,764-56.3% |
| Participant deferral / active EE | $3,252 | $7,111-54.3% | $6,710-51.5% | $5,851-44.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |