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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 | $366,294 | $157,296+132.9% | $141,191+159.4% | $152,897+139.6% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 19.37% | 64.34%-45.0pp | 71.41%-52.0pp | 345.43%-326.1pp |
| Employer contribution / active EE | $10,426 | $5,262+98.1% | $4,736+120.2% | $4,764+118.9% |
| Participant deferral / active EE | $8,751 | $7,111+23.1% | $6,710+30.4% | $5,851+49.6% |
| Admin fee / account holder | $240 | $12,125-98.0% | $10,264-97.7% | $11,599-97.9% |