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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 | $253,544 | $157,304+61.2% | $141,197+79.6% | $152,909+65.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.76% | 64.34%-26.6pp | 71.41%-33.6pp | 345.46%-307.7pp |
| Employer contribution / active EE | $2,199 | $5,263-58.2% | $4,736-53.6% | $4,764-53.8% |
| Participant deferral / active EE | $8,690 | $7,111+22.2% | $6,710+29.5% | $5,851+48.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |