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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 | $304,640 | $185,856+63.9% | $170,028+79.2% | $139,456+118.4% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 17.93% | 60.52%-42.6pp | 53.39%-35.5pp | 373.45%-355.5pp |
| Employer contribution / active EE | $6,581 | $7,593-13.3% | $6,788-3.1% | $4,753+38.5% |
| Participant deferral / active EE | $16,345 | $11,623+40.6% | $10,409+57.0% | $6,711+143.5% |
| Admin fee / account holder | $6 | $15,387-100.0% | $12,820-100.0% | $11,407-99.9% |