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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 | $401,526 | $165,399+142.8% | $149,745+168.1% | $158,982+152.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 18.25% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.7pp |
| Employer contribution / active EE | $7,443 | $5,105+45.8% | $4,646+60.2% | $4,763+56.3% |
| Participant deferral / active EE | $7,364 | $7,183+2.5% | $6,843+7.6% | $5,983+23.1% |
| Admin fee / account holder | $10 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |