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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 | $251,156 | $185,905+35.1% | $170,057+47.7% | $139,487+80.1% |
| Participation rate | 95.7% | 87.8%+7.9pp | 87.0%+8.6pp | 80.3%+15.3pp |
| Annual return | 19.05% | 60.56%-41.5pp | 53.42%-34.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $3,398 | $7,597-55.3% | $6,790-50.0% | $4,755-28.5% |
| Participant deferral / active EE | $5,299 | $11,627-54.4% | $10,411-49.1% | $6,713-21.1% |
| Admin fee / account holder | $166 | $15,397-98.9% | $12,826-98.7% | $11,407-98.5% |