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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 | $401,188 | $157,304+155.0% | $141,197+184.1% | $152,909+162.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.01% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $9,729 | $5,263+84.9% | $4,736+105.4% | $4,764+104.2% |
| Participant deferral / active EE | $18,501 | $7,111+160.2% | $6,710+175.7% | $5,851+216.2% |
| Admin fee / account holder | $293 | $12,126-97.6% | $10,265-97.1% | $11,601-97.5% |