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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 | $286,789 | $148,623+93.0% | $135,974+110.9% | $139,466+105.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.33% | 79.30%-58.0pp | 68.30%-47.0pp | 373.66%-352.3pp |
| Employer contribution / active EE | $2,109 | $5,246-59.8% | $4,859-56.6% | $4,754-55.6% |
| Participant deferral / active EE | $2,636 | $8,103-67.5% | $7,760-66.0% | $6,712-60.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |