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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 | $272,767 | $157,296+73.4% | $141,191+93.2% | $152,897+78.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.46% | 64.34%-43.9pp | 71.41%-50.9pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,610 | $5,262-50.4% | $4,736-44.9% | $4,764-45.2% |
| Participant deferral / active EE | $6,931 | $7,111-2.5% | $6,710+3.3% | $5,851+18.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |