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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 | $256,020 | $165,399+54.8% | $149,745+71.0% | $158,982+61.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.01% | 348.34%-327.3pp | 276.72%-255.7pp | 302.99%-282.0pp |
| Employer contribution / active EE | $3,785 | $5,105-25.9% | $4,646-18.5% | $4,763-20.5% |
| Participant deferral / active EE | $12,600 | $7,183+75.4% | $6,843+84.1% | $5,983+110.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |