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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 | $414,375 | $157,276+163.5% | $141,177+193.5% | $152,885+171.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.67% | 64.33%-44.7pp | 71.40%-51.7pp | 345.39%-325.7pp |
| Employer contribution / active EE | $4,241 | $5,262-19.4% | $4,736-10.4% | $4,763-11.0% |
| Participant deferral / active EE | $8,650 | $7,110+21.7% | $6,710+28.9% | $5,851+47.8% |
| Admin fee / account holder | $35 | $12,123-99.7% | $10,263-99.7% | $11,598-99.7% |