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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 | $294,043 | $157,304+86.9% | $141,197+108.3% | $152,909+92.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.22% | 64.34%-44.1pp | 71.41%-51.2pp | 345.46%-325.2pp |
| Employer contribution / active EE | $3,827 | $5,263-27.3% | $4,736-19.2% | $4,764-19.7% |
| Participant deferral / active EE | $4,584 | $7,111-35.5% | $6,710-31.7% | $5,851-21.7% |
| Admin fee / account holder | $15 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |