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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 | $165,351+67.2% | $149,710+84.6% | $158,931+73.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.81% | 348.19%-335.4pp | 276.63%-263.8pp | 302.86%-290.1pp |
| Employer contribution / active EE | $3,724 | $5,103-27.0% | $4,645-19.8% | $4,761-21.8% |
| Participant deferral / active EE | $10,254 | $7,181+42.8% | $6,842+49.9% | $5,982+71.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |