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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 | $273,059 | $196,972+38.6% | $182,262+49.8% | $198,609+37.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.11% | 158.27%-137.2pp | 140.60%-119.5pp | 202.70%-181.6pp |
| Employer contribution / active EE | $5,303 | $5,364-1.1% | $5,046+5.1% | $5,055+4.9% |
| Participant deferral / active EE | $19,425 | $8,643+124.8% | $8,276+134.7% | $6,977+178.4% |
| Admin fee / account holder | $287 | $18,429-98.4% | $16,712-98.3% | $19,030-98.5% |