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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 | $332,774 | $227,399+46.3% | $189,758+75.4% | $198,609+67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.34% | 61.03%-43.7pp | 52.62%-35.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $2,759 | $5,526-50.1% | $4,767-42.1% | $5,055-45.4% |
| Participant deferral / active EE | $10,049 | $6,837+47.0% | $5,856+71.6% | $6,977+44.0% |
| Admin fee / account holder | $28 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |