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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 | $311,964 | $183,516+70.0% | $155,534+100.6% | $145,884+113.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 14.86% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $5,082 | $5,315-4.4% | $4,675+8.7% | $4,662+9.0% |
| Participant deferral / active EE | $5,545 | $6,467-14.2% | $5,630-1.5% | $6,690-17.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |