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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 | $337,608 | $208,088+62.2% | $186,193+81.3% | $154,746+118.2% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 15.33% | 89.97%-74.6pp | 78.03%-62.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $3,671 | $4,340-15.4% | $3,918-6.3% | $4,379-16.2% |
| Participant deferral / active EE | $10,333 | $7,078+46.0% | $6,513+58.7% | $6,730+53.5% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |