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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 | $276,404 | $165,399+67.1% | $149,745+84.6% | $158,982+73.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.81% | 348.34%-335.5pp | 276.72%-263.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $3,724 | $5,105-27.0% | $4,646-19.8% | $4,763-21.8% |
| Participant deferral / active EE | $10,254 | $7,183+42.8% | $6,843+49.8% | $5,983+71.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |