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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 | $389,729 | $157,276+147.8% | $141,177+176.1% | $152,885+154.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.04% | 64.33%-45.3pp | 71.40%-52.4pp | 345.39%-326.3pp |
| Employer contribution / active EE | $9,211 | $5,262+75.1% | $4,736+94.5% | $4,763+93.4% |
| Participant deferral / active EE | $10,881 | $7,110+53.0% | $6,710+62.2% | $5,851+86.0% |
| Admin fee / account holder | $225 | $12,123-98.1% | $10,263-97.8% | $11,598-98.1% |