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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 | $437,711 | $165,381+164.7% | $149,730+192.3% | $158,966+175.3% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 12.63% | 348.29%-335.7pp | 276.70%-264.1pp | 302.95%-290.3pp |
| Employer contribution / active EE | $3,963 | $5,104-22.4% | $4,645-14.7% | $4,762-16.8% |
| Participant deferral / active EE | $7,109 | $7,182-1.0% | $6,843+3.9% | $5,983+18.8% |
| Admin fee / account holder | -$750 | $10,809-106.9% | $9,310-108.1% | $11,250-106.7% |