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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 | $327,398 | $157,304+108.1% | $141,197+131.9% | $152,909+114.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.16% | 64.34%-43.2pp | 71.41%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $13,042 | $5,263+147.8% | $4,736+175.4% | $4,764+173.8% |
| Participant deferral / active EE | $15,001 | $7,111+111.0% | $6,710+123.5% | $5,851+156.4% |
| Admin fee / account holder | $53 | $12,126-99.6% | $10,265-99.5% | $11,601-99.5% |