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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 | $256,583 | $227,597+12.7% | $189,575+35.3% | $167,536+53.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.78% | 78.44%-60.7pp | 64.19%-46.4pp | 478.82%-461.0pp |
| Employer contribution / active EE | $13,522 | $5,316+154.4% | $4,412+206.5% | $4,839+179.4% |
| Participant deferral / active EE | $7,429 | $7,002+6.1% | $6,174+20.3% | $6,342+17.1% |
| Admin fee / account holder | $3 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |