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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 | $331,978 | $162,136+104.8% | $152,301+118.0% | $154,746+114.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.04% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $24,945 | $4,890+410.1% | $4,624+439.4% | $4,379+469.6% |
| Participant deferral / active EE | $12,814 | $8,341+53.6% | $8,004+60.1% | $6,730+90.4% |
| Admin fee / account holder | $199 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |