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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 | $318,019 | $172,111+84.8% | $150,298+111.6% | $137,256+131.7% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 19.82% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,066 | $4,636-12.3% | $4,154-2.1% | $4,156-2.2% |
| Participant deferral / active EE | $8,019 | $6,166+30.1% | $5,453+47.1% | $6,407+25.2% |
| Admin fee / account holder | $104 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |