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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 | $341,926 | $148,629+130.1% | $135,982+151.4% | $139,487+145.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 14.60% | 79.33%-64.7pp | 68.32%-53.7pp | 373.84%-359.2pp |
| Employer contribution / active EE | $2,772 | $5,247-47.2% | $4,859-43.0% | $4,755-41.7% |
| Participant deferral / active EE | $7,390 | $8,102-8.8% | $7,760-4.8% | $6,713+10.1% |
| Admin fee / account holder | $55 | $12,406-99.6% | $10,767-99.5% | $11,407-99.5% |