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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 | $309,915 | $196,972+57.3% | $182,262+70.0% | $198,609+56.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.28% | 158.27%-138.0pp | 140.60%-120.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $32,368 | $5,364+503.5% | $5,046+541.5% | $5,055+540.3% |
| Participant deferral / active EE | $15,376 | $8,643+77.9% | $8,276+85.8% | $6,977+120.4% |
| Admin fee / account holder | $272 | $18,429-98.5% | $16,712-98.4% | $19,030-98.6% |