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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 | $256,565 | $157,276+63.1% | $141,177+81.7% | $152,885+67.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.86% | 64.33%-41.5pp | 71.40%-48.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $6,846 | $5,262+30.1% | $4,736+44.6% | $4,763+43.7% |
| Participant deferral / active EE | $14,600 | $7,110+105.3% | $6,710+117.6% | $5,851+149.5% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |