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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 | $265,277 | $157,276+68.7% | $141,177+87.9% | $152,885+73.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.96% | 64.33%-38.4pp | 71.40%-45.4pp | 345.39%-319.4pp |
| Employer contribution / active EE | $3,044 | $5,262-42.1% | $4,736-35.7% | $4,763-36.1% |
| Participant deferral / active EE | $11,500 | $7,110+61.7% | $6,710+71.4% | $5,851+96.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |