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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 | $359,350 | $160,028+124.6% | $147,080+144.3% | $145,884+146.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.74% | 98.60%-83.9pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,342 | $5,286-74.6% | $4,933-72.8% | $4,662-71.2% |
| Participant deferral / active EE | $2,921 | $8,422-65.3% | $8,066-63.8% | $6,690-56.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |