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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 | $310,472 | $225,673+37.6% | $203,872+52.3% | $155,188+100.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 19.90% | 95.91%-76.0pp | 85.11%-65.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $11,515 | $4,099+180.9% | $3,757+206.4% | $4,248+171.1% |
| Participant deferral / active EE | $20,127 | $6,893+192.0% | $6,388+215.1% | $6,531+208.2% |
| Admin fee / account holder | $72 | $12,327-99.4% | $11,730-99.4% | $14,480-99.5% |