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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 | $183,516+36.9% | $155,534+61.5% | $145,884+72.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.23% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $3,681 | $5,315-30.7% | $4,675-21.3% | $4,662-21.0% |
| Participant deferral / active EE | $16,076 | $6,467+148.6% | $5,630+185.5% | $6,690+140.3% |
| Admin fee / account holder | $15 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |