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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 | $285,877 | $166,268+71.9% | $165,100+73.2% | $145,897+95.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.88% | 100.52%-79.6pp | 70.21%-49.3pp | 552.29%-531.4pp |
| Employer contribution / active EE | $4,291 | $5,284-18.8% | $4,348-1.3% | $4,663-8.0% |
| Participant deferral / active EE | $11,788 | $6,964+69.3% | $6,035+95.3% | $6,689+76.2% |
| Admin fee / account holder | $3 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |