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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 | $165,351+54.8% | $149,710+71.0% | $158,931+61.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.01% | 348.19%-327.2pp | 276.63%-255.6pp | 302.86%-281.8pp |
| Employer contribution / active EE | $3,785 | $5,103-25.8% | $4,645-18.5% | $4,761-20.5% |
| Participant deferral / active EE | $12,600 | $7,181+75.5% | $6,842+84.2% | $5,982+110.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |