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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 | $295,119 | $137,414+114.8% | $189,537+55.7% | $85,847+243.8% |
| Participation rate | 91.5% | 84.6%+6.9pp | 87.8%+3.7pp | 69.3%+22.2pp |
| Annual return | 14.89% | 38.14%-23.3pp | 555.34%-540.4pp | 318.61%-303.7pp |
| Employer contribution / active EE | $4,102 | $4,344-5.6% | $6,161-33.4% | $2,565+59.9% |
| Participant deferral / active EE | $15,514 | $6,260+147.8% | $8,220+88.7% | $3,952+292.5% |
| Admin fee / account holder | -$259 | $8,630-103.0% | $12,048-102.1% | $6,261-104.1% |