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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 | $298,173 | $148,629+100.6% | $135,982+119.3% | $139,487+113.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.07% | 79.33%-58.3pp | 68.32%-47.3pp | 373.84%-352.8pp |
| Employer contribution / active EE | $16,500 | $5,247+214.5% | $4,859+239.6% | $4,755+247.0% |
| Participant deferral / active EE | $18,302 | $8,102+125.9% | $7,760+135.8% | $6,713+172.6% |
| Admin fee / account holder | $236 | $12,406-98.1% | $10,767-97.8% | $11,407-97.9% |