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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 | $263,204 | $168,635+56.1% | $147,617+78.3% | $125,389+109.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.37% | 77.65%-78.0pp | 61.98%-62.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,190 | $6,252-65.0% | $5,564-60.6% | $4,866-55.0% |
| Participant deferral / active EE | $9,061 | $5,507+64.5% | $4,895+85.1% | $5,352+69.3% |
| Admin fee / account holder | $64 | $13,580-99.5% | $11,612-99.4% | $9,541-99.3% |