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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 | $313,911 | $157,296+99.6% | $141,191+122.3% | $152,897+105.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 93.28% | 64.34%+28.9pp | 71.41%+21.9pp | 345.43%-252.2pp |
| Employer contribution / active EE | $1,528 | $5,262-71.0% | $4,736-67.7% | $4,764-67.9% |
| Participant deferral / active EE | $17,084 | $7,111+140.3% | $6,710+154.6% | $5,851+192.0% |
| Admin fee / account holder | $90 | $12,125-99.3% | $10,264-99.1% | $11,599-99.2% |