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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 | $405,619 | $148,623+172.9% | $135,974+198.3% | $139,466+190.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.31% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.4pp |
| Employer contribution / active EE | $5,320 | $5,246+1.4% | $4,859+9.5% | $4,754+11.9% |
| Participant deferral / active EE | $8,121 | $8,103+0.2% | $7,760+4.7% | $6,712+21.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |