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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 | $306,766 | $148,623+106.4% | $135,974+125.6% | $139,466+120.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.62% | 79.30%-58.7pp | 68.30%-47.7pp | 373.66%-353.0pp |
| Employer contribution / active EE | $3,567 | $5,246-32.0% | $4,859-26.6% | $4,754-25.0% |
| Participant deferral / active EE | $8,187 | $8,103+1.0% | $7,760+5.5% | $6,712+22.0% |
| Admin fee / account holder | $173 | $12,406-98.6% | $10,767-98.4% | $11,409-98.5% |