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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 | $262,695 | $289,211-9.2% | $260,467+0.9% | $198,609+32.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 19.54% | 112.90%-93.4pp | 100.60%-81.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $56,775 | $4,663+1117.6% | $4,239+1239.5% | $5,055+1023.1% |
| Participant deferral / active EE | $29,485 | $6,812+332.8% | $6,319+366.6% | $6,977+322.6% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |