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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 | $251,203 | $183,539+36.9% | $155,556+61.5% | $145,897+72.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.23% | 61.31%-52.1pp | 64.84%-55.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $3,681 | $5,315-30.7% | $4,675-21.3% | $4,663-21.1% |
| Participant deferral / active EE | $16,076 | $6,467+148.6% | $5,631+185.5% | $6,689+140.3% |
| Admin fee / account holder | $15 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |