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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 | $256,974 | $178,174+44.2% | $156,181+64.5% | $137,256+87.2% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 13.00% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,430 | $4,972-51.1% | $4,294-43.4% | $4,156-41.5% |
| Participant deferral / active EE | $4,319 | $6,888-37.3% | $6,132-29.6% | $6,407-32.6% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |