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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 | $271,610 | $176,105+54.2% | $159,474+70.3% | $167,536+62.1% |
| Participation rate | 77.8% | 85.0%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 15.52% | 331.91%-316.4pp | 263.68%-248.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $5,351 | $5,299+1.0% | $4,831+10.8% | $4,839+10.6% |
| Participant deferral / active EE | $9,200 | $7,751+18.7% | $7,353+25.1% | $6,342+45.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |