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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 | $315,479 | $157,304+100.6% | $141,197+123.4% | $152,909+106.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.28% | 64.34%-34.1pp | 71.41%-41.1pp | 345.46%-315.2pp |
| Employer contribution / active EE | $12,302 | $5,263+133.8% | $4,736+159.8% | $4,764+158.2% |
| Participant deferral / active EE | $9,388 | $7,111+32.0% | $6,710+39.9% | $5,851+60.4% |
| Admin fee / account holder | $82 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |