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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 | $273,794 | $157,304+74.1% | $141,197+93.9% | $152,909+79.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.93% | 64.34%-41.4pp | 71.41%-48.5pp | 345.46%-322.5pp |
| Employer contribution / active EE | $4,152 | $5,263-21.1% | $4,736-12.3% | $4,764-12.8% |
| Participant deferral / active EE | $18,110 | $7,111+154.7% | $6,710+169.9% | $5,851+209.5% |
| Admin fee / account holder | -$317 | $12,126-102.6% | $10,265-103.1% | $11,601-102.7% |