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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 | $445,316 | $157,304+183.1% | $141,197+215.4% | $152,909+191.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 21.79% | 64.34%-42.6pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $15,986 | $5,263+203.8% | $4,736+237.5% | $4,764+235.6% |
| Participant deferral / active EE | $4,823 | $7,111-32.2% | $6,710-28.1% | $5,851-17.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |