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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 | $166,131+72.1% | $164,975+73.3% | $145,877+96.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.88% | 100.37%-79.5pp | 70.12%-49.2pp | 551.28%-530.4pp |
| Employer contribution / active EE | $4,291 | $5,276-18.7% | $4,343-1.2% | $4,663-8.0% |
| Participant deferral / active EE | $11,788 | $6,962+69.3% | $6,033+95.4% | $6,691+76.2% |
| Admin fee / account holder | $3 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |